Strategic Financial Analyst, FP&A

New
Workplace type: Remote; Listing location: Charlotte, NC / Austin, TXFull-TimeMiddle
Salary120,000 - 140,000 USD per year
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Job Details

Experience
3–6 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role.
Required Skills
SQLMicrosoft Power BITableauMicrosoft ExcelFinancial analysisGoogle SheetsNetSuite

Requirements

  • Hold a bachelor's degree in finance, Accounting, Economics, or a related field.
  • Have 3–6 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role.
  • Demonstrate experience presenting to and influencing senior leaders at VP level and above.
  • Have advanced financial modeling skills in Excel or Google Sheets, including building models from scratch.
  • FP&A or BI tool experience, such as Adaptive Insights, NetSuite, Tableau, or Power BI, is a plus.
  • Strong SQL or data manipulation skills are a plus but are not required.
  • Translate complex financial concepts into clear, business-relevant language for non-finance audiences.
  • Be comfortable constructively challenging assumptions and operating amid ambiguity and competing priorities.

Responsibilities

  • Serve as the primary finance point of contact for one or more business units or functions and build relationships with executive and senior stakeholders.
  • Own annual budgeting, monthly forecasting, and long-range planning for assigned areas.
  • Analyze monthly and quarterly results against budget and forecast, identify variance drivers, and explain findings to leadership.
  • Build financial models and business cases for pricing, headcount planning, investment cases, and new product launches.
  • Prepare board-ready and executive-ready materials, including monthly business reviews, KPI dashboards, and ad hoc analyses.
  • Identify business trends, risks, and opportunities and bring recommendations to stakeholders.
  • Improve forecasting accuracy, reporting efficiency, and FP&A tools and systems.
  • Collaborate with Accounting, Sales, Operations, and other departments to support consistent and accurate financial data.
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120,000 - 140,000 USD per year
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