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Senior Financial Analyst (Corporate Finance)
Job Description
Senior Financial Analyst (Corporate Finance) | Up to $105k + Bonus Potential
Location: Charlotte, NC | Hybrid | Full Time
Are you ready to take your financial expertise to the next level in a fast-paced, growth-oriented environment? This opportunity is ideal for someone who thrives on connecting the dots between numbers and strategy. You’ll be joining a highly collaborative team where your insights will directly impact business decisions and long-term planning. This high visibility role offers exposure to executive leadership and a chance to contribute to board-level materials. If you enjoy working in Excel, have a knack for financial budgeting, forecasting, modeling, and want to grow in a private equity-backed setting, this could be the perfect fit! Successful completion of background, drug and reference checks required!
Responsibilities:
- Lead budgeting and forecasting cycles in partnership with department heads and finance leadership.
- Deliver insightful variance analyses comparing actuals to projections and prior periods.
- Construct and refine dynamic financial models across income statement, balance sheet, and cash flow.
- Prepare executive-level reports, visual dashboards, and performance summaries.
- Serve as a financial advisor to internal teams, offering data-driven guidance and projections.
- Support sales operations by analyzing incentive structures and commission plans.
- Assist in preparing materials for board presentations and lender reporting.
- Coordinate with Accounting to enhance data integrity and streamline reporting workflows.
- Run scenario planning to evaluate strategic options and business outcomes.
- Contribute to investor and stakeholder communications with financial insights.
- Identify and implement process improvements to boost efficiency and accuracy.
- Play a key role in planning for future analytics and reporting tool adoption.
Requirements:
- Bachelor’s degree in Accounting or Finance required. MBA a plus
- 3+ years of experience in corporate finance including financial reporting, budgeting, forecasting, and modeling.
- Strong analytic horsepower with ability to connect data to strategy.
- Excellent business acumen and interpersonal skills; thriving in collaboration.
- Comfortable in a dynamic, PE-backed growth environment.
- Advanced Excel skills required
Why You’ll Love Working Here:
- High growth potential – This role is designed with upward mobility in mind
- FANTASTIC BENEFITS!
- You’ll be part of a high-impact finance team that values insight, initiative, and collaboration.
- The team is supportive, the expectations are clear, and the culture is built around trust and performance.
At Taylor White, we specialize in Accounting & Finance roles in Tampa Bay. Our industry knowledge, combined with our extensive recruiting experience, means we not only know what you're looking for...we know how to find it! For more information, please contact us via our website at www.taylorwhite.com
Additional Information
Whether you're an employer seeking talent or a job candidate ready for new challenges, we can help. We're Taylor White. A recruitment firm focused exclusively on placing those in the accounting and finance field - and only in the Tampa Bay area. What's more, most of our recruiters used to be accounting professionals themselves so we're uniquely capable of understanding your needs - no matter what side of the table you're on.
From placing top-tier talent in permanent positions throughout Tampa Bay to providing access to the area's best consultants, there's a reason Taylor White is the first firm both candidates and employers turn to. We know accountants.
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