Senior Financial Analyst

SPAR Inc.

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, or related field or equivalent experience
  • 2-4 years of experience in Financial Planning & Analysis, Corporate Finance, or Accounting
  • Experience with budgeting, forecasting, financial modeling, and business performance analysis
  • Proficiency in Excel, Word, and PowerPoint
  • Strong analytical and problem-solving skills

Responsibilities

  • Assist in preparation of annual budgets and cash flow valuations
  • Prepare monthly and quarterly business reviews evaluating financial performance
  • Assist with weekly bank reporting requirements
  • Partner with business functions to identify risks and recommend solutions
  • Identify opportunities to improve efficiency and compliance
  • Leverage systems for corporate reporting on financial metrics
  • Work with accounting during monthly close cycles

Benefits

  • Opportunity to impact financial strategy and business decisions
  • Collaborative work environment
  • Focus on continuous improvement in operations
  • Potential for career growth and development
  • Supportive culture for professional engagement
Full Job Description
Overview
Senior Financial Analyst

Are you a detail-driven analyst who loves turning numbers into insights that shape real business decisions? We’re looking for an Senior Financial Analyst to join our growing Finance team in Charlotte, NC and play a meaningful role in financial planning, analysis, decision support, and strategy execution. In this role, you’ll partner across teams, bring visibility to financial performance, and help drive smarter business outcomes. If you’re proactive, analytical, and excited to grow your career in finance, this is your chance to make an impact.

Job Summary

 

This position contributes to developing core competencies in the areas of Financial Management, Planning & Analysis, Decision Support, and Strategy Execution. The Senior Financial Analyst is a key member of our team by supporting financial processes and providing visibility to results, trends, & KPI’s in addition to owning and helping to shape strategic decisions.

 

This position requires proactivity and a strategic approach to ensure the ability to multitask with a high degree of analytical proficiency and integrity. This position requires good foundational knowledge and experience in business and a firm understanding of both financial and service concepts, with the ability to work with a wide range of business partners as their finance partner and resource.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Assist in preparation of annual budgets, cash flows and valuation projections for the corporate business plan.
  • Prepare monthly and quarterly business reviews, evaluating performance against financial budgets and business plans.
  • Assist with weekly bank reporting requirements.
  • Partner across business functions to identify risks, efficiencies, cost savings, and improvement opportunities, and recommend solutions to support budget performance.
  • Identify opportunities to improve efficiency and compliance, and present recommendations to executives.
  • Leverage systems to create/update in-depth corporate reporting on key components of the Company’s financial statements, including metrics that drive the business forward.
  • Work closely with the accounting team during monthly close cycles to ensure accuracy.
  • Drive continuous improvement in business operations processes to support strategy execution.
  • Perform ad-hoc analysis as needed.

EDUCATION: Bachelor’s degree in Finance, Accounting, or a related field or equivalent work experience

 

  • EXPERIENCE: Minimum 2-4  years of progressive experience in Financial Planning & Analysis, Corporate Finance, Accounting, or a related field.
  • Experience supporting budgeting, forecasting, financial modeling, and business performance analysis required.

 

COMPUTER SKILLS: To perform this job successfully, an individual should have knowledge of computers, including Internet, e-mail, word processing, spreadsheet and presentation (e.g. Excel, Word, PowerPoint) abilities. 

 

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

 

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be regularly met by an employee to successfully perform the essential functions of the job.   Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.  Seeing, hearing, walking, standing, lifting up to 50 lbs., bending, speaking, sitting, learning, reading, concentrating, thinking, communicating and working. 

 

 

DISCLAIMER: The preceding description is not designed to be a complete list of all duties and responsibilities required.

 

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