Senior Financial Analyst | FP&A / Operational Finance

About the Role

This highly visible Senior Financial Analyst role serves as a finance business partner to operational leadership, supporting a $1B+ division with forecasting, financial analysis, budgeting, and strategic decision support. The position offers exposure to VPs and senior leaders, a collaborative team environment, and excellent opportunities for career growth in FP&A and operational finance.

Responsibilities

• Serve as the primary Finance business partner for Branch and District Managers, with regular exposure to field and senior operational leadership.
• Partner with the Finance Manager on financial analysis and strategic requests from senior leadership.
• Lead the monthly market-level forecasting process, including multiple forecasting scenarios and analysis of key business drivers.
• Conduct monthly financial reviews with Operations, analyzing prior-month performance, current forecasts, trends, risks, opportunities, and areas for improvement.
• Translate financial data into clear, actionable insights that help operational leaders make informed business decisions.
• Support the annual bottom-up budgeting and planning process.
• Perform financial modeling and ad hoc analysis around key business initiatives, including:
  • New location/Greenfield investments
  • Rental fleet mix and financial impact
  • New facility investments
  • Leasehold impacts
• Support month-end activities, including journal entry requests and inter- and intra-branch income statement reclassifications.
• Establish, calculate, and periodically audit quarterly and annual field incentive compensation.
• Leverage enterprise reporting systems and financial data to develop models and identify meaningful business trends.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 2–5 years of relevant experience in Finance, Accounting, FP&A, Audit, or a related analytical role.
• Strong understanding of financial statements and financial analysis.
• Strong analytical and financial modeling capabilities.
• Experience working with enterprise reporting systems such as Oracle/Hyperion, IBM Cognos, or similar platforms.
• Ability to analyze complex information and communicate findings in a concise, business-focused manner.
• Strong interpersonal and presentation skills with the ability to work effectively with both Finance and Operations leaders.
• Detail-oriented, proactive, and naturally curious with strong investigative and problem-solving skills.
• Comfortable presenting and explaining financial concepts to non-finance stakeholders.
• Willingness to travel periodically – 2-4x a year (if needed).

Pay

Salary: $90,000

Annual Bonus: 7.5% target bonus (15% max)

Location

Fort Mill, SC (10 minutes from Charlotte, NC)

Schedule

Hybrid: 4 days onsite / 1 day remote