Financial Analyst

Financial Analyst


(Hybrid in office, Charlotte)

What we believe

Technology is no longer just an enabler of business strategy. It is the business strategy. And with AI reshaping how companies operate, compete and grow - while rapidly accelerating the pace of change - the stakes have never been higher.


Our role

We're focused on helping private equity investors and portfolio company leaders drive value creation through technology. In a world where investors deploy trillions annually into software and tech-enabled businesses, we're the team that makes sure the underlying technology actually delivers.


Our approach

The expert judgment of our experienced practitioners is complemented by proven frameworks, tech-enabled solutions, and objective data to help organizations navigate critical technology decisions across diligence, transformation, growth, cybersecurity, AI, and operational execution.


What we value

Everything we do is grounded in five core values: Service. Curiosity. Credibility. Commitment. Creativity.

If you're energized by solving complex technology challenges and helping others succeed in critical moments, you'll fit right in.


Overview

Reporting to the Global Financial Planning & Analysis Manager, the Financial Analyst will serve as a key contributor to the firm's financial and commercial data reporting operations. Acting as a partner to the global finance team, client-facing leaders throughout the business, and the executive team, the Financial Analyst will:

• Own creation of the firm's core financial reporting, including development of analytical insights that facilitate strategic decisions fostering both growth and efficient operations (e.g., weekly scorecard, monthly financial reporting package, and quarterly KPIs).
• Collaborate with executive team and client-facing business leaders to resolve ad hoc analytical requests related to strategic financial, commercial, and/or operational questions.
• Support the annual budgeting process from end to end, including model creation, assumption testing, and presentation drafting.
• Drive the evolution of existing reporting tools and data sources to enhance the ease with which data is aggregated, manipulated, and accessed for the benefit of both those generating reporting and audiences relying on readily accessible analysis.

Expected Results

• Publication of timely, accurate reporting.
• Development of analytical insights that facilitate decision-making by global leadership team members.
• Collaboration across a wide variety of stakeholders that flexes between understanding the details and seeing the bigger picture to clarify key insights and develop an actionable plan.
• Evolution of current tools, systems, and structures to optimize the efficiency and effectiveness of reporting while ensuring data integrity.
• Growth and development through the ongoing demonstration of curiosity, a devotion to continuous improvement, and the embodiment of the mindset that no task is too big or too small.

Required Qualifications

• 2-3 years of financial analysis experience
• Strong ability to perform variance / trend analysis
• Demonstrated experience building financial models
• Experience actively participating in fiscal planning processes
• Sound understanding of the four primary financial statements (balance sheet; income statement, cash flow statement, and statement of shareholder equity) and how to use them to address commercial and financial questions
• Bachelor's degree in business, finance, accounting, statistics, economics or related field. Master's degree preferred
• Proficiency with core Microsoft Excel analytical functions (sumif, averageif, vlookup, pivot table analysis, etc.)
• Effective communication skills with the ability to convey complex financial information in a clear and concise manner to multiple audiences across two operating regions, primarily in Microsoft PowerPoint
• Ability to excel in a fast-paced, ever-evolving environment under tight timelines
• Excellent detail orientation, organization, and time management skillsets

Crosslake Technologies