THE TEAM YOU WILL BE JOINING:

• Established, privately held organization with a strong market presence and continued investment in growth and innovation

• Collaborative finance leadership team focused on enhancing business intelligence, automation, and data-driven decision-making

• High-visibility opportunity with direct exposure to the CFO, CEO, and executive leadership

• Entrepreneurial, hands-on environment where finance serves as a strategic partner across the organization

• Opportunity to lead and develop a small FP&A team while helping shape the future of the finance function

WHAT THEY OFFER YOU:

• Opportunity to own and influence enterprise-wide budgeting, forecasting, financial reporting, and strategic analysis

• Direct partnership with senior leaders across Finance, Sales, Marketing, Pricing, and Operations

• Meaningful involvement in building a modern data and analytics roadmap, including Snowflake, business intelligence, and AI-enabled financial tools

• Ability to drive process improvements, automation, and efficiencies across financial planning and reporting

• Strong professional growth potential as the organization continues to evolve

• Competitive compensation, performance-based bonus, comprehensive benefits, and professional development opportunities

WHAT YOU WILL BE DOING:

• Lead annual budgeting, rolling forecasts, financial planning, and monthly performance reporting

• Develop and maintain sophisticated financial models, including driver-based forecasts, scenario analysis, sensitivity models, and ROI assessments

• Analyze revenue, margins, operating expenses, customer economics, and operational KPIs to identify trends, risks, and opportunities

• Partner with executive leadership and cross-functional business leaders to deliver actionable financial insights and recommendations

• Build executive-level reporting and present financial performance and strategic analysis to senior leadership

• Support the development of financial reporting capabilities leveraging modern data infrastructure, including Snowflake and advanced analytics platforms

• Identify opportunities to streamline forecasting, reporting, and financial processes through automation, AI, and business intelligence tools

• Lead, mentor, and develop financial analysts while remaining directly involved in modeling, analysis, and reporting

WHAT YOU NEED TO BE SUCCESSFUL:

• Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field; MBA, CPA, or CFA preferred

• 7–10+ years of progressive experience in FP&A, corporate finance, or strategic financial analysis

• Proven experience owning budgeting, forecasting, financial modeling, and management reporting processes

• Advanced financial modeling capabilities with the ability to build and maintain complex models independently

• Strong technical aptitude with experience using financial planning systems, business intelligence platforms, and analytics tools

• Advanced Excel and Power BI proficiency; exposure to SQL, Snowflake, Vena, Pigment, or comparable platforms is preferred

• Ability to translate complex financial information into actionable recommendations for executive leadership

• Strong communication, relationship-building, and cross-functional business partnership skills

• Hands-on, player-coach mentality with a passion for developing talent, improving processes, and leveraging technology

LOCATION: Charlotte, NC | Onsite, 5 days per week