Financial Analyst II

THE TEAM YOU WILL BE JOINING:

• A high-performing finance team supporting decision-making and financial performance across the organization
• Join a team that values data analytics, financial modeling, and strategic insight over routine reporting
• A role partnering directly with the Director of Finance, CFO, and senior leaders
• Work with a group of professionals that work closely with leadership and operational teams to turn financial data into actionable insight
• Finance organization that actively invests in its reporting capabilities, data governance, and financial systems
• Be a part of a team supporting the company’s growth strategy, including acquisitions and integration planning

LOCATION:

• South End Charlotte Area | Remote for 2 Months, then Hybrid

WHAT THEY OFFER YOU:

• Direct exposure to the Director of Finance, CFO, and senior leadership, including executive presentations and shareholder materials
• The opportunity to combine financial modeling, FP&A, data analytics, and M&A support within one position
• Hands-on work with Power BI, Excel, CoPilot, and the BST ERP system in a tech-enabled finance environment
• Involvement in acquisition analysis, due diligence, integration planning, and ROI scenario development
• Company-paid medical, dental, and vision coverage, plus short- and long-term disability and life insurance
• Company-matched 401(k)/Roth
• Paid time off, including parental and military leave, plus paid pregnancy disability leave
• A straight time policy that compensates exempt employees for billable hours worked beyond 40 in a work week
• Education reimbursement, a free in-house library of courses, a mentorship program, and a wellness program
• Employee referral and professional license bonuses, along with a Women’s Organization and ongoing philanthropic opportunities

WHY THIS ROLE IS IMPORTANT:

• This position plays a critical role in supporting leadership decision-making and driving financial performance across the organization
• Build and maintain advanced financial models supporting budgeting, forecasting, and scenario planning across P&L, working capital, backlog, and other KPIs
• Create dashboards and reports in Power BI, Excel, CoPilot, and BST that give leadership and operational teams real visibility into performance
• Conduct variance analysis and synthesize the drivers behind financial results, identifying risks and opportunities for improvement
• Prepare executive-level presentations, business reviews, and shareholder materials that explain the “why” behind financial outcomes
• Contribute to process improvement initiatives that streamline workflows, strengthen data governance, and improve the accuracy and timeliness of reporting
• Support acquisition analysis and integration planning as a direct contributor to the company’s growth strategy
• Ultimately, this is an opportunity to go beyond reporting the numbers and become a strategic partner who helps leadership understand what’s driving results and where the business is headed

THE BACKGROUND THAT FITS:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 2-3 years of financial analysis experience, ideally in a data-driven or tech-enabled environment
• Strong understanding of GAAP, financial statements, and forecasting techniques
• Proficiency in Excel and Power BI; CoPilot experience is valuable
• Experience working within an ERP environment such as BST, Deltek, SAP, or Oracle
• Experience building financial models and conducting variance analysis
• Excellent organization skills and the ability to manage multiple concurrent deliverables and deliver on time
• Strong communication skills and the ability to translate complex data into clear insights tailored to the audience
• Experience with financial systems implementation or enhancement (OneStream, TM1, Hyperion Planning, BlackLine, etc.) is a plus
• Exposure to M&A, due diligence, or ROI analysis is valuable