About the Sr. Financial Analyst Role at Robert Half

Robert Half is thrilled to partner with a dynamic, private equity-backed company in the vibrant Chapel Hill area of Carrboro, North Carolina, to find a talented Sr. Financial Analyst. This is an exciting opportunity for a finance professional with a passion for financial planning and analysis (FP&A) to join a rapidly growing organization. If you thrive on building sophisticated financial models, driving budgeting and forecasting processes, and delivering actionable insights to support executive decision-making, this role is for you. Located in Carrboro, NC, this position offers a perfect blend of professional challenge and work-life balance in one of the most innovative regions in the Southeast United States.

The Sr. Financial Analyst will play a pivotal role in the company's finance team, leveraging advanced analytical skills to influence strategic business initiatives. With a focus on financial modeling, variance analysis, and performance tracking, you'll help guide the company through growth phases backed by private equity investment. Ideal candidates bring at least two years of corporate FP&A experience, a bachelor's degree in Finance, Accounting, or Economics, and hands-on expertise with tools like Oracle, NetSuite, or Power BI. This hybrid role provides flexibility, allowing you to collaborate in-office while enjoying remote work options.

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Key Responsibilities

• Lead annual budget preparation, including detailed monthly, quarterly, and annual variance analysis to ensure financial accuracy and accountability.
• Develop and maintain comprehensive financial models and scenario analyses to evaluate current performance and forecast future outcomes, enabling proactive business strategies.
• Track key performance metrics, analyze results, and create intuitive financial dashboards and reports using tools like Power BI for leadership review.
• Produce recurring financial summaries, presentations, and executive-level reports that communicate complex data clearly to senior stakeholders.
• Conduct thorough assessments of costs, returns on investment, and financial viability to support informed strategic decision-making.
• Continuously improve financial reporting processes and workflows to enhance efficiency and data integrity across the organization.
• Collaborate closely with accounting, operations, and cross-functional teams to ensure consistent, high-quality data flow and alignment on financial goals.
• Contribute to the management, optimization, and enhancement of planning and budgeting software systems.
• Provide support on a variety of financial, operational, and strategic projects, adapting to the evolving needs of a growing private equity-backed firm.

Required Qualifications

To excel in this Sr. Financial Analyst position, candidates must demonstrate proven experience in corporate FP&A. A bachelor's degree in Finance, Accounting, or Economics is required, along with at least two years of relevant experience. Key qualifications include:

• Demonstrated experience working with financial data to drive informed business decisions.
• Strong knowledge of advanced financial modeling techniques and fundamental accounting principles.
• Exceptional ability to identify trends, analyze data, and communicate insights effectively in both written and visual formats.
• Advanced proficiency in Excel; familiarity with data visualization tools such as Power BI or Tableau is highly preferred.
• Hands-on experience with ERP and financial systems like NetSuite, Oracle, or similar platforms.
• Excellent communication skills, with the ability to engage effectively with senior leaders and cross-functional partners.

Preferred experience with Oracle, NetSuite, or Power BI will set you apart in this competitive role.

Why Join Us?

Joining this private equity-backed company through Robert Half means stepping into a role rich with opportunity. Enjoy a hybrid work schedule that supports your professional and personal life, an annual bonus program tied to performance, and significant growth potential in a scaling organization. The company offers an excellent benefits package, including comprehensive health coverage, retirement plans, and more. Be part of a collaborative culture in Carrboro, North Carolina, near the innovation hub of Chapel Hill, where your contributions directly impact business success. Robert Half's expertise in finance recruitment ensures a seamless hiring process. Apply today for this Sr. Financial Analyst position and elevate your FP&A career!

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