Financial Analyst II

Overview

Colliers Engineering & Design is seeking a dynamic Financial Analyst II to join our high-performing finance team in Charlotte, NC. This role is designed for a tech-savvy professional who thrives on data analytics, financial modeling, and strategic insight. You will play a critical role in supporting decision-making, enhancing reporting capabilities, and driving financial performance across the organization.

Responsibilities

• Financial Modeling & Forecasting: Build and maintain advanced financial models to support budgeting, forecasting, and scenario planning across P&L, working capital, backlog, and other KPIs.

• Data Analytics & Visualization: Leverage tools like Power BI, Excel, CoPilot, and our ERP system (BST) to create dashboards and reports that deliver actionable insights to leadership and operational teams.

• Performance Analysis: Conduct variance analysis and synthesize drivers of financial performance, identifying risks and opportunities for improvement.

• Strategic Support: Partner with the Director of Finance, CFO and senior leaders to prepare executive-level presentations, business reviews, and shareholder materials that explain the “why” behind financial outcomes.

• Process Improvement: Contribute to initiatives that streamline workflows, enhance data governance, and improve the accuracy and timeliness of financial reporting.

• M&A & Due Diligence: Support acquisition analysis, integration planning, and ROI scenario development as part of the company’s growth strategy.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.

• 2-3 years of experience in financial analysis, preferably in a data-driven or tech-enabled environment.

• Proficiency in Excel, Power BI, CoPilot, and ERP systems (e.g., BST, Deltek, SAP, Oracle).

• Strong understanding of GAAP, financial statements, and forecasting techniques.

• Excellent organization skills & ability to manage multiple concurrent deliverables effectively and deliver results on time.

• Strong communication skills and ability to translate complex data into clear insights, tailored to the audience.

• Experience with financial systems implementation or enhancement is a plus (e.g., OneStream, TM1, Hyperion Planning, Blackline, etc).

• Ability to read, write and understand English for purposes of comprehending written job-related communications and verbal instructions and interactions.

What We Offer

At Colliers Engineering & Design, our people are our most important resource. That’s why we are committed to providing all our employees with a safe, comfortable work environment, potential for career advancement, and the ability to impact society through their projects as well as Company sponsored activities.

This dedication begins with supporting a work life balance through a generous compensation package that includes: company paid medical, dental, and vision coverage; paid pregnancy disability leave; short- and long-term disability insurance; life insurance; a company-matched 401(k)/Roth; paid time off that includes parental and military leave; employee referral and professional license bonuses and a straight time policy that compensates exempt employees for billable hours worked in excess of 40 billable hours within a work week.

We have also created an internal culture that provides the resources and technology needed to encourage personal and professional growth opportunities through reimbursement for education; a free in-house resource for hundreds of educational and self-enrichment courses; mentorship program; wellness program; Women’s Organization and ongoing philanthropic opportunities.

Apply today to learn how you can join our team of professionals, so we can help you Accelerate Your Success!

Colliers Engineering & Design is an equal opportunity employer (M/F/D/V). We are committed to ensuring that Inclusion & Belonging continues to be a strategic area of focus, not only as the right thing to do, but as one of the ways we will continue to lead our industry into the future. As part of this responsibility, we are on a progressive journey to foster an environment in which everyone at Colliers Engineering & Design feels respected and comfortable doing their best work while being their authentic selves regardless of background or any other basis protected by applicable federal, state or local law.