Jobs · Finance · North Carolina

Sr. Financial Analyst

ExecuSource · Charlotte, NC · 2 wk ago
Finance$120k–$130k/yrFull-time

About the role

The client is the nation's premier provider of Safety and Security solutions, PE-backed platform operating across the U.S. under 8 distinct brands. This is a company where top performers get noticed, promoted, and rewarded.

Responsibilities

  • Own and maintain the rolling 6+6 forecast model and drive the annual budgeting process
  • Build dynamic financial models supporting strategic decisions, operational initiatives, and M&A activity (~2 acquisitions/year)
  • Prepare and present cash flow statements at month-end and quarter-end within a tight 10-business-day close cycle
  • Serve as the finance liaison across 8 operating brands, partnering directly with brand leaders and senior executives
  • Support Power BI and AI-driven automation initiatives and contribute to PE sponsor reporting (direct exposure to institutional PE ownership)
  • Handle ad hoc projects for the CFO, CEO, and private equity sponsor

Requirements

  • Proven corporate FP&A experience: budgeting, forecasting, and variance analysis in a complex, multi-entity environment
  • Ability to build three-statement financial models (balance sheet, income statement, cash flow) from scratch
  • Software: Power BI required; IBM Cognos and/or Microsoft Dynamics 365 experience strongly preferred

Qualifications

  • Strong communicator who can translate complex financial data into clear narratives for executives and PE stakeholders
  • Detail-oriented, driven, and comfortable working in a fast-paced, high-accountability environment — willing to roll up sleeves when it counts

Skills

  • Accounting background a plus
  • Wholesale distribution or industrial sector experience helpful but not required

Benefits

  • $120K–$130K base + 10% annual bonus target
  • Full benefits package
  • Generous PTOD

Pay

  • $120,000k+ base (flexible based on experience)

Schedule

  • Hybrid – Tue–Thu in-office (or Mon–Wed); expect ~4 days/week during onboarding ramp

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