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Senior Financial Analyst

Vaco Charlotte

Senior Financial Analyst Location - North Raleigh About the Role A private equity-backed, multi-location services organization is seeking a Senior Financial Analyst to join its finance team. This role will be responsible for corporate budgeting, forecasting, financial modeling, KPI development, variance analysis, and executive reporting. Reporting to the Director of FP&A, this individual will play a critical role in helping leadership make data-driven decisions by delivering meaningful financial insights, improving reporting capabilities, and partnering with operational leaders throughout the organization. The ideal candidate is analytical, self-motivated, highly collaborative, and comfortable operating in a fast-paced environment where curiosity and problem-solving are highly valued. Key Responsibilities Financial Planning & Analysis Support and enhance budgeting, forecasting, and financial modeling processes Analyze trends across revenue, operating expenses, cost of sales, capital expenditures, and key performance indicators Monitor business performance and identify drivers behind variances to budget, forecast, and prior periods Develop financial models and analyses to support strategic initiatives and decision-making Assist with monthly and quarterly forecasting cycles Reporting & Executive Insights Prepare monthly and quarterly management reporting packages Develop meaningful KPI dashboards and performance metrics Support preparation of executive leadership and board presentation materials Deliver actionable recommendations and insights based on financial and operational results Business Intelligence & Analytics Develop and maintain dashboards, reports, and analytics tools Utilize Power BI or similar business intelligence platforms to improve reporting and visibility Analyze complex financial and operational data sets to identify opportunities and risks Improve reporting processes and data accessibility across the organization Business Partnership Partner with operational and departmental leaders to provide financial guidance and support Assist business leaders in understanding financial performance and decision-making impacts Support strategic planning and operational improvement initiatives Process Improvement Evaluate existing processes and identify opportunities to improve efficiency and reporting accuracy Support ongoing enhancement of planning, forecasting, and reporting tools Help establish scalable reporting processes and best practices across the organization Qualifications Required Bachelor's degree in Finance, Accounting, Economics, or related field 3 years of FP&A, financial analysis, or corporate finance experience Strong financial modeling, budgeting, and forecasting experience Advanced Microsoft Excel and PowerPoint skills Strong understanding of financial statements, including P&L, Balance Sheet, and Cash Flow Excellent analytical, organizational, and communication skills Ability to work independently while managing multiple priorities Preferred Experience with Power BI or other business intelligence tools Experience with NetSuite or similar ERP systems Experience within a private equity-backed organization Experience supporting multi-location or operationally complex businesses Experience preparing executive-level reporting and presentations Role Highlights Hybrid schedule with flexibility in the North Raleigh area High-visibility FP&A role with direct exposure to senior leadership Ownership of budgeting, forecasting, variance analysis, and financial modeling Significant business partnering opportunities with operational leaders Opportunity to influence decision-making through data and analytics Strong emphasis on process improvement, financial reporting, and KPI development Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.


EEO Notice


Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.


Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io .


Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

Representation Notice


By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice


Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
  • Virginia residents may access our state specific policies here .
  • Residents of all other states may access our policies here .
  • Canadian residents may access our policies in English here and in French here .
  • Residents of countries governed by GDPR may access our policies here .
Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here ( ). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice


Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Vacancy posted 3 days ago
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