Financial Analyst

Financial Analyst

Location:

Charlotte, North Carolina

Posted

02-02-2026

Sector

Accounting and Finance

Work Type

Direct Hire

Reference

67302

WHAT THEY OFFER YOU
  • High visibility financial analyst role partnering directly with the Director of FP&A and the Chief Commercial Officer

  • Opportunity to own and shape revenue operations, forecasting, and commercial analytics in a PE-backed growth platform

  • Broad exposure across FP&A, revenue operations, pricing, CRM governance, and M&A integration

  • Competitive compensation and comprehensive benefits package

  • Long-term growth potential as the company scales nationally.


WHY THIS ROLE IS IMPORTANT
  • Acts as the analytical bridge between Finance, Sales, and Operations, ensuring revenue data is accurate, actionable, and scalable

  • Owns revenue forecasting, pipeline modeling, pacing analysis, and commercial KPIs used by senior leadership

  • Ensures CRM, ERP, and BI data alignment, enabling reliable forecasting and financial planning

  • Supports pricing analysis, deal evaluation, margin analysis, and customer profitability insights

  • Plays a critical role in integrating new acquisitions and business units into their commercial and financial reporting environment

  • Directly influences commercial strategy, forecasting accuracy, and revenue predictability


THE BACKGROUND THAT FITS
  • 2-4+ years of experience in Revenue Operations, Commercial FP&A, Sales Operations, or Commercial Finance

  • Experience in B2B services, environmental services, industrial, construction, or field-services environments is a plus

  • Financial modeling, forecasting, and analytical skill set

  • Hands-on experience with CRM systems (Salesforce preferred but not required) and ERP platforms (NetSuite or similar)

  • Familiarity with Power BI, Excel, and data-driven reporting environments

  • Proven ability to partner cross-functionally and communicate insights to senior leaders

  • Detail-oriented, proactive, and comfortable operating in a fast-paced, evolving organization

APPLY NOW

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