We are looking for a Financial Analyst to support planning, forecasting, and performance reporting for the business in Huntersville, North Carolina. This role partners closely with finance and operational leaders to deliver accurate financial insights, guide decision-making, and maintain consistent reporting across the organization. The ideal candidate brings strong analytical skills, sound business judgment, and the ability to communicate financial results clearly to leadership.

Responsibilities:
• Lead the development and coordination of the annual budgeting process, ensuring timelines, assumptions, and deliverables are aligned across departments.
• Create monthly projections for revenue, gross margin, and profitability, and summarize key trends for senior leadership review.
• Facilitate recurring forecast discussions with cross-functional stakeholders to collect inputs, challenge assumptions, and improve accuracy.
• Analyze month-end financial results against budget and forecast, identify significant variances, and explain underlying business drivers.
• Partner with department leaders to address budget gaps, recommend corrective actions, and track follow-through on spending controls.
• Oversee capital expenditure tracking, compare spending against approved plans, and confirm required authorizations are in place.
• Prepare financial evaluations and decision-support materials for strategic growth initiatives, including major investments, office expansion, and new entity setup.
• Maintain data accuracy within financial systems and produce standardized reports that provide leadership with a consistent basis for decision-making.• Bachelor’s degree in Accounting, Finance, or a closely related field.
• At least 2 years of experience in financial analysis or FP& A, with prior forecasting and budgeting exposure preferred.
• Strong capability in financial modeling, variance analysis, and ad hoc business analysis.
• Advanced proficiency in Microsoft Excel and other core Microsoft Office applications.
• Experience working with financial planning, ERP, or reporting systems.
• Familiarity with SQL and business intelligence tools is an advantage.
• Ability to communicate complex financial information clearly to both finance and non-finance stakeholders.