108 Financial Analyst jobs in Charlotte

Senior Financial Analyst - Reporting
Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
Responsible for finance activities involving financial reporting and accounting policy. Must have strong knowledge of the financial reporting requirements and guidelines to maintain records. Prepares required financial and regulatory reports including both foreign and domestic information. Supports achievement of business goals by working on more complex activities or projects with others within the unit and with partners. Leads projects and coordinates resources to resolve data and reporting issues. May provide supervision to a small staff of domestic and international team members. Ability to manage business partner relationship.
The Senior Financial Analyst position will also be responsible for executing complex reporting processes to support the firm's delivery of accurate financials. Must have a strong desire to support critical, high profile financial reporting deliverables through report preparation, review, and analysis. This position is also responsible for interpretation, documentation, research, and extensive collaboration with business partners to ensure accuracy and conformance with GAAP and U.S. regulatory reporting requirements. Additionally, this role will provide ad hoc support and subject matter expertise for projects, audits, governance routines, and other activities across CFO.
This role is also responsible for the preparation of financial reports for multiple standalone legal entities. Other key responsibilities include performing and documenting control processes and variance analysis, preparing data submissions, and supporting change initiatives. Key expectations include preparing and analyzing financial reports, performing risk analysis, working with a team, and communicating effectively.
**Responsibilities:**
+ Prepares complete and accurate financial reporting in a timely manner.
+ Prepare, review, and analyze data reported on U.S. regulatory reports.
+ Execute key reporting and process controls, including period-over-period trends, variance analysis, and cross report reconciliations.
+ Validate conformance with reporting instructions through a deep understanding of requirements and effective challenge of results.
+ Drive identification, remediation, monitoring, and escalation of issues impacting reporting as well as partner with Technology and Data Management Teams to drive improvements in data quality.
+ Establish working relationships with data owners across multiple lines of business to support complete and timely data submissions.
+ Provide support and subject matter expertise for data quality improvement and sourcing automation projects by communicating reporting requirements, performing UAT testing, and other activities as needed.
+ The candidate must demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
+ Provide guidance for interpreting and understanding complex reporting requirements.
+ Prepares reconciliations and variance analysis for daily/monthly.
+ Works with internal control functions and external auditors
+ Assists with examination inquiries.
+ Supports change projects in testing and documentation.
+ Supports Operational Excellence initiatives to streamline processes improvements.
**Required Qualifications:**
+ 5+ years of professional experience in Financial Reporting
+ Analytical, critical thinking and problem-solving capabilities
+ Strong technical accounting and finance skills and knowledge
+ Able to effectively manage multiple priorities while working both independently and as part of a team.
+ Excellent written and verbal communication skills
**Desired Qualifications:**
+ Degree in Accounting/Finance preferred.
+ Banking, Auditing, or relevant experience
**Skills:**
+ Analytical Thinking
+ Controls Management
+ Financial Accounting
+ Financial Analysis
+ Reporting
+ Attention to Detail
+ Oral Communications
+ Policies, Procedures, and Guidelines Management
+ Risk Management
+ Written Communications
+ Continuous Improvement
+ Interpret Relevant Laws, Rules, and Regulations
+ Project Management
+ Regulatory Compliance
+ Stakeholder Management
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Description We are looking for an experienced Senior Financial Reporting Analyst to join our team in Charlotte, North Carolina. In this role, you will oversee complex accounting processes, ensure compliance with financial reporting standards, and support regulatory reporting requirements. This position offers the opportunity to lead and mentor team members while contributing to the accuracy and efficiency of financial operations.
Responsibilities:
- Lead and guide team members, providing mentorship and reviewing their work to ensure accuracy and compliance.
- Prepare and review journal entries, ensuring proper documentation and alignment with accounting policies.
- Oversee account reconciliations, resolving discrepancies and maintaining adequate supporting records.
- Design and refine accounting workflows and controls, adapting processes to meet changing regulatory and corporate requirements.
- Develop and update policies and procedures to ensure adherence to governmental and corporate standards.
- Analyze financial performance, preparing detailed variance analyses and reports for management and regulatory purposes.
- Coordinate responses to internal and external audits, ensuring timely and accurate submission of requested information.
- Maintain and enhance accounting systems, from basic spreadsheets to complex databases, to support reporting needs.
- Collaborate with accounting policy teams to address regulatory and external inquiries effectively. Requirements - Minimum of 3 years of experience in financial reporting or a related field.
- Strong knowledge of financial reporting standards, including SEC and statutory reporting.
- Proficiency in preparing and analyzing monthly and annual financial reports.
- Demonstrated ability to design and implement accounting workflows and controls.
- Experience with account reconciliations and variance analyses.
- Excellent organizational skills with attention to detail and accuracy.
- Strong communication skills for effective collaboration and report preparation.
- Familiarity with accounting systems and tools, including spreadsheets and databases.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Salary: $85,000 - $91,000

Other Forms of Compensation: yearly bonus

Growth. Opportunity. Excellence.

Canteen brings break time to everyone. We combine food, service, and experience backed by industry-leading technology to help companies create a better workplace and connect their employees. Canteen's solutions include markets, office coffee and snacks, unattended retail, and culinary.

Our people are at the heart of everything we do. Their dedication, collaboration, and passion fuel our growth. Interested in joining our team? You bring the enthusiasm, customer service, and commitment; we'll supply the opportunity and innovation. Together, we'll continue to transform our industry.

Come grow with us. We are Canteen.

Job Summary

Our team supports over 100 Canteen warehouse operations nationwide, facilitating change management and process improvement. We also interface regularly with senior leadership and other Compass corporate departments. This role is pivotal in driving data-informed decision-making through meaningful financial reporting, advanced analytics, and AI transformation initiatives. The ideal candidate combines an inherent curiosity with strong financial acumen and a passion for data.

Key Responsibilities

1. Customer Financial Reporting

• Prepare, analyze, and deliver customer profitability reports to internal stakeholders.
• Ensure data accuracy and consistency across multiple systems.
• Assist with redesign of expense allocation model and platform migration.

2. AI Enablement & Transformation

• Identify and lead opportunities to utilize ChatGPT for creative efficiency and innovation in data analysis and information delivery.
• Collaborate with cross-functional teams to implement AI solutions that optimize reporting and analysis.
• Design GPTs to be used by our 100+ branch controllers across the country to streamline routine processes.

3. Financial Modeling & Analysis

• Extract the financial story from complex reports and communicate actionable insights to operational leaders.
• Leverage multiple systems and databases for adhoc reporting and special projects.

4. Sigma Report Development and Training

• Design, develop, and manage dynamic Sigma Computing dashboards and reports.
• Streamline reporting processes by leveraging Sigma's interactive analytics capabilities.
• Train users on Sigma best practices to promote self-service analytics across teams.

To thrive in this role, you will:

• Possess a solid understanding of financial statements and accounting principles.
• Be comfortable navigating large datasets.
• Become the team expert on Sigma Computing and ChatGPT.
• Have patience for trial-and-error exploration when working with new tools, data, or models.
• Be comfortable approaching problems from multiple perspectives to uncover the best solutions.
• Show initiative and confidence in moving forward even when directions are ambiguous or evolving.

Qualifications

• Bachelor's degree in a business field such as Finance, Accounting, or Data Management.
• 5 years of experience in financial analysis, business intelligence, or a related analytical role.
• Advanced Excel skills (Power Query, pivot tables, lookups, text formulas).
• Experience in a large enterprise ERP system (we use SAP).
• Hands-on experience with Sigma Computing or similar BI tools.
• Experience with ChatGPT in a business setting is a plus.
• Strong understanding of financial metrics and modeling techniques.
• Ability to communicate technical concepts to a variety of stakeholders.

Apply to Canteen today!

Canteen is a member of Compass Group USA

Click here to Learn More about the Compass Story

Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.

Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.

Applications are accepted on an ongoing basis.

Canteen maintains a drug-free workplace.

Associates at Canteen are offered many fantastic benefits.

• Medical
• Dental
• Vision
• Life Insurance/ AD
• Disability Insurance
• Retirement Plan
• Paid Time Off
• Holiday Time Off (varies by site/state)
• Associate Shopping Program
• Health and Wellness Programs
• Discount Marketplace
• Identity Theft Protection
• Pet Insurance
• Commuter Benefits
• Employee Assistance Program
• Flexible Spending Accounts (FSAs)
• Paid Parental Leave
• Personal Leave

Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information.

Req ID: 1438581

Canteen

Jacinda Moore

Description We are looking for an experienced Financial Analyst to join our team in Charlotte, North Carolina. This is a long-term contract position that requires a detail-oriented individual with strong analytical capabilities and financial expertise to support critical business decisions. The role involves working closely with various departments to ensure accurate reporting and effective management of financial programs.
Responsibilities:
- Prepare and analyze financial reports related to restructuring programs, ensuring accuracy and alignment with organizational goals.
- Collaborate with business units and the controller's organization to gather data and provide insights for decision-making.
- Support monthly financial assessments by performing detailed analyses and presenting findings.
- Partner with the program's financial manager to address financial challenges, manage budgets, and guide strategic decisions.
- Develop and evaluate business case models to assess the economic impact of proposed initiatives.
- Conduct variance analyses to identify discrepancies and recommend corrective actions.
- Create and deliver presentations using tools such as PowerPoint to communicate financial performance metrics.
- Ensure compliance with internal controls and financial procedures to maintain transparency.
- Perform ad hoc financial analyses to address specific queries or issues.
- Coordinate with leadership teams to streamline reporting processes and improve efficiency. Requirements - Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA is preferred.
- Proven experience in financial reporting, modeling, and analysis.
- Proficiency in Microsoft Excel and PowerPoint for data management and presentations.
- Strong understanding of budgeting, variance analysis, and internal controls.
- Excellent communication skills to effectively convey financial insights and recommendations.
- Ability to manage multiple tasks and adhere to deadlines in a fast-paced environment.
- Demonstrated leadership abilities and decision-making skills.
- Experience with restructuring programs and business unit coordination is a plus.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Description
We are looking for a detail-oriented Financial Analyst to join our team in South Charlotte. In this role, you will leverage your analytical expertise to drive financial reporting, forecasting, and strategic decision-making. The ideal candidate will excel in working with data, collaborating across departments, and supporting operational goals through actionable insights.
Responsibilities:
- Prepare detailed financial reports using advanced Microsoft Excel functions, while identifying opportunities for automation and streamlining processes.
- Develop and manage budgeting and forecasting models to support organizational financial planning.
- Collaborate with sales teams to create pricing and cost models that align with business objectives.
- Perform demand and capacity planning to optimize operational efficiency.
- Conduct ad hoc analyses and deliver data-driven recommendations to support decision-making for operations teams.
- Assist with the period-end close process, providing support where required to ensure accurate financial reporting.
Requirements
- Proven experience in budgeting, forecasting, and financial analysis.
- Expertise in developing and managing pricing models.
- Strong proficiency in Microsoft Excel, including advanced functions and formulas.
- Ability to conduct ad hoc analysis and reporting to support business needs.
- Familiarity with ERP systems.
- Solid understanding of budget processes and capacity planning.
- Excellent problem-solving skills and ability to communicate insights effectively across teams.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

**Job Description:**
**Role Summary:**
This position will provide planning, analysis and decision-making support while closely working with the FP&A Manager and Selling, General & Administrative (SG&A) functional area leaders. The successful candidate will work with these functions' teams to optimize the financial performance of their respective areas. This role will aid in providing timely and accurate financial analysis, reporting, forecasting, and they will support a variety of recurring financial processes as well as special projects and ad hoc analyses.
**Essential Responsibilities:**
+ Partner with SG&A business leaders and provide key support to help them understand expenses and make informed strategic decisions for their functions.
+ Assist in month end closing and forecasting processes (i.e., facilitating uploads in the financial management system, general reporting and forecasting).
+ Analyze monthly financial results to identify risks and opportunities to the forecast and budget.
+ Identify and implement process improvements to streamline and optimize work procedures.
+ Prepare monthly forecast and annual budget for SG&A functions.
+ Provide ad-hoc analysis and support as needed.
**Qualifications/Requirements:**
+ Bachelor's degree in finance or accounting or 1-3 or more years of relevant finance experience.
+ Detail-oriented with strong commitment to quality, accuracy, and continuous improvement.
+ Advanced skillset with MS-Office applications, particularly Microsoft Excel and PowerPoint.
+ Communication (verbal and written) and interpersonal skills.
+ Team-oriented with ability to interact with all employees in a professional and positive manner.
+ Results driven individual with a track record to support.
_The above statements are intended to describe the general nature and level of work performed by employees assigned to this position. This document is subject to change at any time and is not intended to be exhaustive of all duties, responsibilities, and skills required by employees with this position title. The physical requirements described on the supplemental Occupational Worksheet are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodation may be made upon request._
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Our client, a leading financial services firm, is seeking a Financial Analyst to join their team. As a Financial Analyst, you will be part of the finance department supporting various business initiatives. The ideal candidate will have strong analytical skills, attention to detail, and the ability to communicate complex information clearly, which will align successfully in the organization.
**Job Title:** Financial Analyst
**Location:** Remote
**What's the Job?**
+ Conduct financial analysis, including variance analysis, trend analysis, and forecasting, to support business planning and decision-making.
+ Prepare financial reports, presentations, and dashboards for management and stakeholders, highlighting key findings and recommendations.
+ Analyze and interpret financial data, identifying trends, patterns, and areas of improvement.
+ Monitor and evaluate financial performance, comparing actual results against budgets and forecasts.
+ Assist in the development of financial models and tools to support budgeting, forecasting, and financial planning processes.
**What's Needed?**
+ Bachelor's degree in finance, accounting, economics, or a related field.
+ Experienced Consultant with over 6 years of demonstrated success in leading Change Management initiatives and driving Finance Transformation projects within ERP environments.
+ Proficient in SAP and other enterprise systems, with a strong focus on aligning technology solutions with business goals.
+ Adept at defining and tracking Key Performance Indicators (KPIs) to measure success and optimize performance.
+ Known for delivering strategic insights and fostering stakeholder engagement to ensure seamless transitions and sustainable improvements.
+ Proven experience as a Financial Analyst or in a similar analytical role.
+ Strong analytical and quantitative skills, with the ability to interpret complex financial data.
+ Proficiency in financial modeling and analysis techniques.
+ Advanced knowledge of Microsoft Excel and financial software applications.
**What's in it for me?**
+ Opportunity to work in a dynamic and collaborative environment.
+ Gain valuable experience in financial analysis and reporting.
+ Be part of a team that values integrity and professionalism.
+ Engage in continuous learning and professional development.
+ Contribute to meaningful projects that impact the organization.
**Upon completion of waiting period consultants are eligible for:**
+ Medical and Prescription Drug Plans
+ Dental Plan
+ Vision Plan
+ Health Savings Account
+ Health Flexible Spending Account
+ Dependent Care Flexible Spending Account
+ Supplemental Life Insurance
+ Short Term and Long Term Disability Insurance
+ Business Travel Insurance
+ 401(k), Plus Match
+ Weekly Pay
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells**
_ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.

Our client, a leading financial services institution, is seeking a highly analytical and driven Financial Analyst to join their corporate finance team. This hybrid role is based in Charlotte, North Carolina, US , offering a flexible blend of in-office collaboration and remote work. The Financial Analyst will be instrumental in providing critical financial insights, supporting strategic decision-making, and contributing to the company's financial planning and analysis (FP&A) activities.

As a Financial Analyst, you will be responsible for conducting financial modeling, variance analysis, budgeting, and forecasting. You will prepare detailed financial reports, presentations, and dashboards for senior management, enabling them to understand performance and identify key trends. This position requires a meticulous individual with strong quantitative skills, excellent attention to detail, and the ability to communicate complex financial information clearly and concisely. Join a team that values data-driven insights and supports professional growth in the finance sector.

Key Responsibilities:

• Develop and maintain complex financial models to support forecasting, budgeting, and strategic planning.
• Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability analysis, to identify key drivers and insights.
• Prepare accurate and timely financial reports, presentations, and dashboards for various stakeholders, including senior management and department heads.
• Assist in the annual budgeting process and periodic re-forecasting, collaborating with different business units.
• Monitor financial performance against budget and forecast, providing actionable recommendations for improvement.
• Support capital expenditure analysis and investment appraisal.
• Perform ad-hoc financial analysis and special projects as requested by management.
• Participate in the month-end and quarter-end close processes, ensuring accuracy of financial data.
• Contribute to the development and improvement of financial systems and processes.
• Research industry trends and competitive landscapes to provide context for financial performance.

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• 2+ years of experience as a Financial Analyst, preferably within the financial services or corporate finance sector.
• Strong proficiency in financial modeling and advanced Excel skills (pivot tables, VLOOKUP, financial functions).
• Experience with financial reporting and analysis tools (e.g., Hyperion, SAP, Tableau).
• Solid understanding of accounting principles and financial statements.
• Excellent analytical, problem-solving, and critical thinking skills.
• Meticulous attention to detail and accuracy.
• Strong written and verbal communication skills, with the ability to present complex data clearly.
• Ability to work independently and collaboratively in a fast-paced environment.

Preferred Qualifications:

• CFA candidacy or certification.
• Experience with SQL or other data querying languages.
• Knowledge of specific financial products or market segments.

Benefits: Our client offers a competitive salary, performance bonuses, comprehensive health, dental, and vision insurance, 401(k) with company match, generous paid time off, and extensive opportunities for career development and professional certification support. Join a dynamic finance team that fosters intellectual curiosity and values analytical rigor.

Our client, a leading financial institution known for its innovative investment strategies and robust client services, is seeking a talented and meticulous Financial Analyst to join their corporate finance division. This role is crucial in providing analytical support for strategic business decisions, financial planning, and performance monitoring. The ideal candidate will possess strong analytical skills, a solid understanding of financial modeling, and the ability to interpret complex data to provide actionable insights. This position offers a dynamic environment for a finance professional looking to grow their career. This role is based in our client's bustling office in Charlotte, North Carolina, US .

Responsibilities:

• Conduct financial modeling, forecasting, and budgeting to support business units and corporate initiatives.
• Perform in-depth financial analysis of company performance, identifying trends, variances, and key drivers.
• Prepare comprehensive financial reports, presentations, and dashboards for senior management and stakeholders.
• Assist in the annual budgeting process and ongoing reforecasting efforts.
• Analyze market trends, competitor performance, and economic indicators to provide strategic recommendations.
• Support due diligence for potential mergers, acquisitions, and other investment opportunities.
• Collaborate with various departments to gather financial data and ensure accuracy.
• Develop and maintain complex financial models to evaluate business cases and investment returns.
• Identify opportunities for cost savings and operational efficiencies.
• Ensure compliance with financial regulations and internal policies.
• Contribute to special projects and ad-hoc analysis as required by business needs.
• Present findings clearly and concisely to non-finance professionals.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• 2-4 years of experience as a Financial Analyst, preferably within the banking or financial services industry.
• Strong proficiency in financial modeling, valuation techniques, and data analysis.
• Advanced Excel skills are essential; experience with financial software (e.g., SAP, Oracle, Hyperion) is a plus.
• Solid understanding of accounting principles and financial statements.
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong attention to detail and accuracy.
• Exceptional written and verbal communication and presentation skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• CFA candidacy or certification is a strong advantage.
• Demonstrated ability to handle confidential information with discretion.

Our client offers a challenging and rewarding career path, competitive salary, comprehensive benefits, and opportunities for professional development within the financial sector. Join a team of dedicated professionals in Charlotte.