Senior Financial Analyst

Senior Financial Analyst

NearU Charlotte Metro (Onsite Monday-Thursday, remote Friday)

Senior Financial Analyst

NearU is a people-centric, process-driven, and technology-enabled customer service platform dedicated to revolutionizing the home services industry by vastly improving the customer and employee experience.

We are seeking a highly skilled and detail-oriented Senior Financial Analyst (FP\&A) to join our growing finance and accounting team. This role will oversee financial planning for multiple branch entities. The ideal candidate will have a strong understanding of private equity, or experience with multi-entities, with advanced financial planning and analysis experience.

Job Responsibilities:

Financial Planning and Analysis:

• Lead the development, implementation, and monitoring of the annual budget and long-term financial plans.
• Conduct comprehensive financial analysis, variance analysis, and scenario modeling to support strategic initiatives.
• Provide insightful reports and presentations to senior management, highlighting key performance indicators and areas for improvement.

Forecasting:

• Drive the forecasting process, working closely with operational teams to gather relevant data and assess potential impacts on financial performance.
• Continuously refine and improve forecasting models to enhance accuracy and relevance.

Performance Metrics:

• Develop and maintain key performance indicators (KPIs)to measure business performance against strategic objectives.
• Collaborate with business units to establish and track performance metrics, providing actionable insights to drive performance improvements.

Cross-Functional Collaboration:

• Collaborate with various departments, including Operations, Sales, and Marketing, to understand business drivers and facilitate data-driven decision-making.
• Build strong relationships with department heads to ensure financial objectives align with overall corporate goals.

Financial Reporting:

• Prepare and distribute regular financial reports to senior leadership, highlighting key trends, risks, and opportunities.
• Contribute to the preparation of board presentations, monthly operating reviews, ensuring clear communication of financial results and strategic recommendations.

Ad-hoc Analysis:

• Conduct ad-hoc financial analysis to support special projects, investment decisions, and other strategic initiatives.
• Respond to inquiries from senior management with insightful and data-driven recommendations.

Qualifications:

• 2\+ years' experience in a Financial Analyst role
• Bachelor's degree in finance, or related field
• Advanced proficiency in Excel; experience with Power BI software is a plus
• Excellent proficiency in financial modeling, financial reporting, and forecasting
• Financial curiosity, self-starter, willingness to adapt, prioritize, and solution key deliverables
• Strong analytical skills with the ability to interpret complex financial data

NearU is an Equal Opportunity Employer AA/EOE/M/F/V/D. In compliance with the Americans with Disabilities Act, NearU may provide reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.