Financial Planning Analyst (Charlotte)

Financial Analyst / FP&A Analyst

Position Summary

We are seeking a motivated and analytical Financial Analyst / FP&A Analyst to support financial planning, reporting, forecasting, and business analysis. This role will work closely with cross-functional teams to analyze financial and operational data, identify trends, support business planning, and provide actionable insights to leadership.

The ideal candidate is detail-oriented, analytical, comfortable working with complex data, and interested in leveraging financial systems and technology to improve processes and reporting.

Key Responsibilities

• Manage and maintain OneStream permissions, hierarchies, uploads, and related system activities.
• Collaborate with cross-functional teams to gather, analyze, and interpret financial and operational data.
• Perform detailed financial, variance, and trend analysis to identify key performance indicators and business insights.
• Develop and maintain financial models, forecasts, budgets, and scenario analyses to support short- and long-term business planning.
• Prepare accurate and timely financial reports for management and key stakeholders.
• Support monthly, quarterly, and annual financial reporting processes.
• Assist with the annual planning and budgeting process.
• Conduct ad-hoc financial analysis and support special projects as needed.
• Identify opportunities to improve financial processes, reporting, and data management.
• Assist with financial systems administration and contribute to process improvement initiatives.

Required Qualifications

• 1–2 years of experience in FP&A, financial analysis, accounting, or a related field.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline .
• Experience with financial planning and analysis, including budgeting, forecasting, variance analysis, and scenario analysis .
• Strong understanding of financial concepts, financial modeling, and forecasting techniques.
• Advanced proficiency with Microsoft Excel and experience working with complex data sets.
• Experience with ERP systems, financial planning software, or reporting platforms; OneStream experience is highly preferred .
• Strong analytical, critical-thinking, and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong attention to detail and ability to maintain accuracy in financial reporting.
• Ability to work independently, prioritize multiple responsibilities, and meet deadlines in a dynamic environment.

Preferred Qualifications

• Experience administering or supporting OneStream or similar financial planning and consolidation platforms.
• Experience with financial systems, reporting automation, or data analytics tools.
• Interest in emerging technologies, automation, and AI-driven financial processes .
• Experience with process improvement or developing more efficient reporting workflows.
• Power BI, SQL, Python, or other analytical/technology experience is a plus.