Financial Analyst

We are looking for a Financial Analyst to support client-focused reporting, profitability insights, and financial decision-making for a dynamic portfolio in Charlotte, North Carolina. In this role, you will partner with internal teams, affiliated business units, and clients to deliver meaningful analysis, accurate reporting, and timely financial support. This position offers the opportunity to strengthen your analytical capabilities while contributing to pricing strategy, commission accuracy, and ongoing business performance reviews.

Responsibilities:

• Produce recurring financial reports and evaluate profitability trends to support client and business performance discussions.
• Manage the reconciliation of intercompany commission activity and coordinate submissions with internal finance partners to ensure accuracy and timely processing.
• Prepare quarterly business review materials with clear financial insights for client-facing and internal stakeholders.
• Build and refine pricing proposals that align with business objectives and client needs.
• Develop trend-based analyses for clients, senior client services leaders, and cross-functional teams as requested.
• Respond to ad hoc reporting and financial analysis needs with accurate, deadline-driven deliverables.
• Review client account setup details to help prevent billing discrepancies, reporting issues, and unnecessary order adjustments.
• Ensure commission reporting and payments are completed correctly and delivered to stakeholders within established reporting cycles.
• Support special projects and additional financial analyses while meeting agreed timelines and quality expectations.
• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• At least 1 year of experience in financial analysis, reporting, accounting, auditing, or general ledger support; 2 to 3 years is preferred.
• Strong analytical ability with the judgment to interpret data, identify issues, and develop sound conclusions with limited oversight.
• Working knowledge of relational databases, ERP platforms, or similar business systems.
• Proficiency in Excel, including the ability to manage data analysis and reporting tasks efficiently.
• Understanding of how operational and financial decisions affect business results, with the ability to quantify impact.
• Effective time management skills and adaptability to meet reporting deadlines in a fast-paced environment.
• Experience with tools such as JD Edwards, Business Objects, Access, or comparable reporting platforms is preferred.