Job Description

My client is a $6B publicly traded organization with HQ sitting in Charlotte. I’m partnering with the CFO and VP of Finance to find a financial professional to build out and monitor their investor relations database for the company and it’s competitors.


  • Analyze data and present findings to key stakeholders including business unit leaders, executive level staff, and board members.
  • Design and develop critical financial reporting mechanisms to support the executive team and investment community
  • Analyze and provide insight to performance of the company across key metrics in relation to competitors and internal targets
  • Collaborate on the forecasting and planning processes associated with critical financial and operational metrics covering growth, profitability, technology adoption, etc.
  • Build partnerships with business leaders and utilize financial data to influence strategic decisions
  • Communicate workstream needs and results effectively to business unit leaders and executive staff


  • Bachelor’s degree in finance or accounting
  • 3+ years of experience in finance or financial planning and analysis
  • Proficient with Microsoft Office and creating complex formulas and models in Excel with large amounts of data in various formats
  • Experience developing insightful, valuable and actionable analysis with detailed explanations regarding drivers of those results; capability to produce unambiguous, comprehensive and accurate interpretations
  • Proven interpersonal, leadership and collaboration skills with experience effectively supervising, coaching, mentoring and influencing employees


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Job #:
Position Type:
Direct Placement
Charlotte, NC

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