Job Overview:

Our Client in the Charlotte, NC area is seeking a Senior Financial Planning & Analysis. This is a Hybrid role - you will be required to be in the office 2 days a week. The Senior Financial Analyst, Financial Planning & Analysis is responsible for finance activities including, monthly P&L, SG&A, Balance Sheet and Cash flow reporting, variance reporting, cost allocation, monthly forecast process, interfacing with business leads to assist in explaining variance drivers, assisting in creating yearly budget, participating in various ad-hoc reporting as required, etc.

Key Responsibilities:

• Prepare reports focused on historical results, budgets, forecasts, and financial trends.
• Perform ad-hoc analysis as needed
• Produce monthly P&L and Balance Sheet variance reports with variance explanations
• Create and maintain SG&A reports (OpEx) tracking headcount additions, overhead expenses and G&A spend
• Support in preparation of monthly forecast, budget, as well as long-term planning model
• Perform analysis and reports in support of finance, sales and marketing and operations
• Prepare presentations using charts/graphs/tables for Board of Directors and Senior Leadership Team
• Utilize Business Intelligence system (Cognos) and Oracle ERP for various ongoing and ad-hoc reporting
• Perform business plan case review for financial viability as needed
• Maintain industry competitive landscape analysis using quarterly earnings and available industry resources

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or General Business.
• 2-4 years of finance experience, ideally in corporate finance or FP&A.
• Strong understanding of financial statements and reporting processes.
• Excellent analytical and problem-solving skills with a high attention to detail.
• Strong interpersonal skills and comfort working with senior executives.
• Self-motivated, driven, and able to work independently.
• Expert with Microsoft Excel
• Proficient with Microsoft PowerPoint
• Knowledge of SQL is a plus
• Familiarity with Cognos is a plus
• Knowledge of Great Plains/Oracle is a plus

Benefits:

• Competitive health, dental, and vision insurance plans.
• Generous paid time off (PTO) and holidays.
• 401(k) plan with company match.
• Work-life balance with flexible scheduling options.
• Wellness programs.
• Company-sponsored events and perks.

Development Opportunities:

• Tuition reimbursement to support further education.
• Access to internal training programs
• Pathways for promotions & mentorship
• Networking opportunities
• Internship programs for hands-on experience.