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Senior Financial Analyst

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: CAROLINA PRG
Full Time position
Listed on 2026-02-08
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Job Description & How to Apply Below

Overview

Position Overview: We are seeking a dynamic and detail-oriented Senior Financial Analyst to play a crucial role in driving our client’s financial evolution. The ideal candidate will possess a strong background in finance, coupled with expertise in process optimization, technology integration, and change management. As a Senior Financial Analyst, you will collaborate across departments, leveraging your analytical skills to identify opportunities for enhancing financial processes, implementing innovative solutions, and ultimately contributing to the company's growth and efficiency goals.

The role is going to have two main focuses:

  • Helping work cross-functionally to understand the current data/process needs and work to solve them with Finance IT – People, Process, Technology
  • Point person on acquisitions and the integration of them to the company.

The Senior Financial Analyst will focus on aligning people, processes and technology to serve the strategy of the company. They are seeking a leader with an Accounting or Finance foundation who is a self-starter, empathetic, curious, project oriented, relationship driven, and organized.

Key Responsibilities
  • Process Analysis and Improvement: Assess current financial processes and workflows, identifying inefficiencies, bottlenecks, and areas for improvement. Develop and implement streamlined processes to enhance accuracy, reduce cycle times, and increase overall efficiency.
  • Technology Integration: Collaborate with cross-functional teams to evaluate and implement finance-related technology solutions, including ERP systems, financial reporting tools, AI, and data analytics platforms. Ensure seamless integration of new technologies and systems to drive automation and data accuracy.
  • Data Management: Oversee data collection, validation, and cleansing efforts to ensure accuracy and consistency in financial data. Utilize data analytics tools to extract actionable insights and support decision-making processes.
  • Change Management: Lead change initiatives related to financial process improvements and technology implementations. Develop and execute change management plans, including communication strategies, training programs, and stakeholder engagement, to ensure successful adoption across the organization.
  • Financial Analysis: Provide in-depth financial analysis to support strategic decision-making, including cost-benefit analysis, forecasting, and trend analysis. Present findings and recommendations to senior management to guide business strategies.
  • Risk Management: Identify potential financial risks and compliance issues related to process changes and technology implementations. Develop mitigation strategies and controls to ensure a robust financial environment.
  • Documentation and Reporting: Maintain accurate documentation of processes, procedures, and system configurations. Generate regular reports and dashboards to communicate progress, outcomes, and performance metrics to relevant stakeholders.
  • Collaboration: Work closely with cross-functional teams, including Finance, IT, Operations, and Business Units, to understand their needs, gather requirements, and implement solutions that align with overall business objectives.
  • Continuous Improvement: Stay current with industry trends, best practices, and emerging technologies within finance and transformation. Continuously seek opportunities to optimize processes, enhance skills, and contribute to the overall growth of the finance transformation function.
Qualifications
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field;
    Master's degree or relevant certifications like CPA are preferred.
  • Proven experience (3+ years) in finance or accounting
  • Strong analytical skills, including proficiency in data analysis, financial modeling, and advanced Excel skills.
  • Familiarity with financial systems, ERP platforms, and data analytics tools.
  • Excellent project management skills, including the ability to manage multiple initiatives simultaneously and deliver results on time.
  • Effective communication and interpersonal skills, with the ability to collaborate across various levels of the organization.
  • Change management expertise, including experience in leading and managing change initiatives.
  • Strong attention to detail and a proactive problem-solving mindset.
  • Adaptability and a willingness to embrace and drive change in a fast-paced environment.
Join Our Team

Join Our Team: If you are a driven and innovative finance professional who thrives on transforming processes, implementing cutting-edge technologies, and making a tangible impact on an organization's financial landscape, we invite you to apply. This role offers a unique opportunity to contribute to our company's growth journey while expanding your skill set and working in a collaborative and dynamic environment.

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Position Requirements
10+ Years work experience
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