Financial Analyst II

Advisors, operations, compliance and technology teams total roughly 560 people. Regulatory oversight is constant, and the compliance department is one of the largest in the company.

Overview

Looking for a Financial Analyst II who wants to stay somewhere for a while. Joining the Corporate Finance team in Charlotte, reporting to the FP&A Manager. You can work from home anywhere in the US. We have no office requirement. We do not have many meetings. Most updates happen in writing.

Job duties

• Support board deck preparation with charts and commentary
• Improve forecasting processes and cut manual steps out of the model
• Present monthly results to operating leaders and explain key drivers
• Answer ad hoc questions from the CFO with quick-turn analysis
• Build and maintain the annual budget and quarterly forecast models
• Partner with department heads to understand spending and headcount plans

Required qualifications

• 3+ years of FP&A, corporate finance or public accounting experience
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Comfortable presenting to non-finance managers
• Clear written commentary for monthly reporting
• Working knowledge of accounting and how the three statements connect
• Strong attention to detail in large models

Preferred qualifications

• SQL for pulling your own data
• Manufacturing cost analysis

Pay: $89,000 to $121,000/year

Why work with us

• Health, dental and vision coverage starting on day one
• 401(k) with 4% match
• 11 paid holidays

Charlotte Planning Group is an Equal Opportunity Employer, including disability and protected veteran status.

We review applications on a rolling basis.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Charlotte Planning Group.