Senior Financial Planning Analyst

A growing, privately held organization in the Charlotte market is seeking a Senior Financial Analyst - FP&A to join its corporate finance team. This role is a great fit for someone who enjoys turning data into insights, supporting strategic decision‑making, and partnering across the business to drive performance. The company offers a collaborative culture, strong visibility with leadership, and meaningful opportunities for long‑term career growth.Key ResponsibilitiesSupport monthly, quarterly, and annual financial reporting and analysisPrepare variance analysis and provide insights on key business driversAssist with budgeting, forecasting, and long‑range planningDevelop and maintain financial models to support strategic initiativesPrepare financial reporting packages and performance updates for the ownership groupPartner with operations, accounting, and leadership to analyze trends and identify opportunitiesSupport ad hoc analysis, scenario modeling, and special projectsHelp streamline processes and improve reporting tools, dashboards, and data accuracyParticipate in financial presentations for senior leadershipQualificationsBachelor’s degree in Finance, Accounting, Economics, or related field3+ years of experience in financial analysis, FP&A, or corporate financeStrong analytical skills with the ability to interpret data and communicate insightsProficiency in Excel; experience with BI tools (Power BI, Tableau, etc.) is a plusExposure to budgeting/forecasting systems (Adaptive, Anaplan, Hyperion, etc.)Ability to build models and automate reporting processesSolid understanding of financial statements and corporate finance conceptsStrong attention to detail and ability to manage multiple prioritiesWhat Makes This Role AttractiveHigh visibility with senior leadershipStable organization with strong financial performanceHybrid work environment with work‑life balanceOpportunity to influence process improvements and strategic initiativesClear path for professional development