Our client is seeking a Senior Financial Analyst to support budgeting, forecasting, financial reporting, and analysis for key business areas and client relationships. Approximately half of the role will focus on supporting a major client with forecasting and budgeting activities. The ideal candidate is a polished, outgoing finance professional who is comfortable working with a variety of stakeholders, presenting financial information, and providing meaningful business insights.
Job Responsibilities
Support budgeting, forecasting, and financial analysis for assigned business areas and key client accounts.
Manage monthly financial activities, including journal entries, reconciliations, and P&L and balance sheet analysis.
Analyze financial and contractual data to identify trends, risks, and opportunities and provide recommendations to business partners.
Partner with sector finance teams on joint venture calculations, invoicing, reporting, and quarterly reconciliations.
Develop and improve processes, controls, and reporting to increase efficiency and accuracy.
Collaborate cross-functionally with finance, accounting, HR, legal, payroll, and operational teams.
Present financial findings and recommendations to stakeholders and support special projects as needed.
Requirements
Bachelor's degree in Finance, Accounting, Business, or related field.
3+ years of financial analysis, FP&A, accounting, or related experience.
Strong analytical skills with attention to detail and problem-solving ability.
Strong communication, presentation, and relationship-building skills.
Ability to influence and collaborate effectively across teams without direct authority.
Proficiency with Microsoft Office; experience with SAP, BlackLine, Power BI, SQL, or Hyperion/Essbase is a plus.
Public accounting or process improvement experience is a plus.
Additional Job Details
#li-Hybrid #LI-AF1
About our Process
We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
Candidates for all Sherpa opportunities must be authorized to work in the United States.
Sherpa is an Equal Opportunity Employer.
Numbers & Facts
Location
Charlotte, NC
Skills
Accountingunmatched
Accounting Policiesunmatched
Analysis Skillsunmatched
Balance Sheetunmatched
Billingunmatched
Budgetingunmatched
Business Analysisunmatched
Communication Skillsunmatched
Contract Analysisunmatched
Cross-Functionalunmatched
Customer Relationsunmatched
Detail Orientedunmatched
Financeunmatched
Financial Analysisunmatched
Financial Managementunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Forecastingunmatched
Journal Entriesunmatched
Legalunmatched
Microsoft Officeunmatched
Oracle Essbase (fka Hyperion Essbase)unmatched
Power BIunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Profit & Lossunmatched
Public Accountingunmatched
Reconciliationunmatched
Risk Analysisunmatched
SAPunmatched
SQL (Structured Query Language)unmatched
Trend Analysisunmatched
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