Senior Financial Analyst (LOCAL TO CHARLOTTE, NC)
Position Summary
The Senior Financial Analyst will play a critical role in driving financial performance, supporting strategic decision-making, and executing value creation initiatives across the business.
Key Responsibilities
Financial Planning & Analysis (FP&A): Participate in the annual budgeting, quarterly forecasting, and long-range planning processes. Develop and maintain robust financial models, including scenario analysis and sensitivity testing. Analyze monthly results versus budget/forecast, identifying key drivers of variances. Provide clear, concise reporting packages with commentary for executive leadership and the Board.
Private Equity Reporting & Stakeholder Management: Prepare monthly/quarterly investor reporting packages, including KPI dashboards and variance analyses. Support lender reporting and covenant compliance monitoring. Deliver insights aligned with value creation plans and investment thesis execution. Act as a key liaison between the company and private equity sponsors.
Performance Improvement & Value Creation: Identify opportunities for margin expansion, cost optimization, and revenue growth. Partner with operational leaders to track and drive key performance indicators (KPIs). Build actionable dashboards to monitor business performance. Support pricing strategies, cost initiatives, and operational efficiency programs.
Transaction & Capital Markets: Support M&A activities, including financial modeling, due diligence, and integration planning. Support refinancing, recapitalizations, and exit preparation activities. Prepare data rooms, QoE support schedules, and financial analysis for potential buyers/investors. Contribute to exit readiness, including normalization adjustments and EBITDA bridge analyses.
Financial Modeling & Data Analytics: Develop complex financial models across revenue, cost drivers, and working capital. Perform deep-dive analysis on profitability by product, customer, or channel. Leverage BI tools to enhance automation and reporting efficiency. Improve data integrity and streamline financial reporting processes.
Required Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA, CFA, or MBA preferred)
4–7+ years of experience in FP&A, investment banking, consulting, or private equity-backed companies
Strong financial modeling and advanced Excel skills (experience with BI tools preferred)
Proven experience building executive-level reporting and presentations
Familiarity with GAAP and financial statement analysis
Preferred Qualifications
Analytical rigor – ability to translate complex data into actionable insights
Business acumen – strong understanding of operational and financial drivers
Executive communication – concise, board-ready reporting style
Ownership mindset – proactive, results-oriented, with strong accountability
Adaptability – thrives in a fast-paced, high-growth environment