Senior FP&A Analyst

Location: Charlotte, North Carolina. Job Responsibilities Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts, ensuring accuracy and alignment with strategic goals Financial Modeling: Develop and maintain complex financial models to support budgeting, forecasting, and evaluation of financial performance Scenario Analysis: Build and maintain detailed financial models to support scenario planning and strategic decision-making Variance Analysis: Analyze variances between actual results and forecasts/budgets, providing explanations and actionable insights to management Investment Evaluation: Assess new and existing projects, investments, and assets to determine their financial viability and potential return on investment Reporting: Prepare and present detailed financial reports and dashboards to senior management, highlighting key metrics and trends Process Improvement: Enhance FP&A processes, tools, and reporting capabilities to support scalability in a high-growth environment Collaboration: Work closely with senior business leaders to gather data, identify business needs, and provide financial guidance Strategic Partnership: Serve as a trusted advisor to leadership and cross-functional groups, translating financial insights into actionable strategies Technical Skills, Licenses, Certifications Familiarity with financial statements and basic accounting principles Budgeting, forecasting, and variance analysis Financial modeling Data Analysis: ability to interpret datasets and identify trends Advanced Excel (complex modeling, pivot tables, etc.) PowerPoint proficiency Board level and C-suite reporting Bonus - ERP & Reporting Tools: SAP, Oracle, NetSuite, or similar Bonus - BI Tools: Power BI, Tableau for visualization Soft Skills Detail‑oriented & analytical: Ability to dig into numbers and explain variances Business partnering: Comfortable working cross‑functionally with operations, technology, marketing, business teams and leadership Communication: Strong presentation skills for communicating financial analysis in a clear, impactful manner both to leadership and cross‑functionally Adaptability and flexibility: Thrives in a fast‑paced, evolving environment Problem‑solving: Ability to identify issues and propose actionable solutions Ability to take direction and then work independently and manage deadlines with moderate supervision Ability to work in a dynamic team environment; comfortable with changing/scaling processes Education and Experience Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field with strong academic performance in quantitative courses 2–5 years in FP&A or corporate finance, ideally with exposure to Budgeting, forecasting, variance analysis Strategic planning and board‑level reporting Bonus- Experience in Banking or Insurance Equal Employment Opportunity Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law. We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow. #J-18808-Ljbffr Brightway Insurance