Financial Analyst, FP&A – Technology Finance

DIR1003DCLIN

Charlotte, NC, United States2w ago

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Key details

Location
Charlotte, NC, United States
Work style
Onsite
Level
Entry level
Job type
Full-time
Experience
1–2 yrs
Function
Finance & Accounting
Focus area
other
Posted
2w ago

Skills

agilebudgetingbusiness intelligencecapital planningdata qualitydata validationerpexcelfinancial modelingfinancial reportingfinancial statementsforecastingfp&aoraclepowerpointscenario analysissqlvariance analysis

About the role

The Financial Analyst, Financial Planning & Analysis, supports core FP&A reporting and analysis while serving as a key finance partner for technology-related spend. The role prepares monthly financial reporting, explains performance against budget and forecast, supports annual planning, and assists with IT cost reporting, project tracking, and investment analysis. This position partners with Finance, IT, Operations, Commercial, and other business leaders to improve cost visibility, reporting accuracy, and decision support while performing duties consistent with safety, legal, regulatory, and company requirements.

Duties and Responsibilities

  • Prepare management reporting focused on historical results, budgets, forecasts, trends, and key business drivers.
  • Produce monthly P&L reporting for assigned business segments and cost centers, including clear variance analysis and explanations.
  • Support the annual budget and periodic forecast processes by gathering inputs, validating assumptions, and maintaining financial models.
  • Assist with monthly reporting and analysis of IT spend, including labor, software, systems, infrastructure, vendors, and third-party development costs.
  • Partner with IT and Finance stakeholders to track technology projects, purchase activity, capitalization, cost allocations, and forecast updates.
  • Develop and maintain reporting for IT cost drivers, project estimates, and key performance indicators to improve spend visibility and accountability.
  • Support business cases, capital requests, and technology investment analyses through data validation, financial modeling, and scenario analysis.
  • Perform recurring and ad-hoc analysis in support of Finance, IT, Operations, Commercial, and strategic initiatives.
  • Maintain and improve FP&A reporting processes and system infrastructure within Oracle and TM1/Cognos.
  • Use Excel, PowerPoint, business intelligence tools, and SQL where applicable to automate reporting, streamline processes, and reduce manual effort.
  • Prepare presentations using charts, graphs, and tables for the Board of Directors, Senior Leadership Team, and other stakeholders.
  • Maintain industry and competitive landscape analysis using quarterly earnings materials and other available industry resources.
  • Identify data quality issues, reconcile reporting differences, and coordinate with stakeholders to support accurate and timely financial reporting.

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, General Business, Information Systems, or a related field.
  • 1-2 years of finance, accounting, or analytical experience, preferably in FP&A, corporate finance, or technology finance.
  • Strong understanding of financial statements, management reporting, budgeting, forecasting, and variance analysis.
  • Advanced proficiency in Microsoft Excel and demonstrated ability to build and maintain financial models.
  • Proficiency in Microsoft PowerPoint; experience with Mekko Graphics is a plus.
  • Experience with Oracle Fusion, Oracle EPM, and TM1/Cognos, or comparable ERP and business intelligence tools, is a plus.
  • Exposure to technology cost structures, project-based spending, software or vendor reporting, capital planning, or agile delivery environments is a plus.
  • SQL knowledge is a plus, including the ability to pull, validate, or reconcile data for reporting purposes.
  • Curious and adaptable, with a willingness to learn new concepts, understand business processes, and take on evolving responsibilities
  • Excellent analytical and problem-solving skills with strong attention to detail and a commitment to data accuracy.
  • Strong communication and interpersonal skills, including the ability to work effectively with both finance and technical stakeholders.
  • Curious and adaptable, with a willingness to learn new concepts, understand business processes, and take on evolving responsibilities
  • Self-driven, proactive, organized, and comfortable managing multiple priorities in a dynamic environment.
  • Must be able to pass a pre-employment drug screening.

Direct Reports

  • N/A

Benefits

We understand that your role at DCLI is only part of who you are. Our comprehensive compensation and benefits package provide resources for you to be your best self, grow professionally and personally, and reach your full potential.

  • Excellent health, dental, and vision insurance options for you and your family
  • Ample PTO and paid holidays
  • 401k with company match
  • Flexibility to support a healthy work-life balance
  • Wellness resources
  • Company-sponsored parties, outings, and other perks

Development Opportunities

At DCLI, you’ll find that everyone – from your coworkers and managers to the senior leadership team – wants to see you succeed and there are opportunities available for you to develop in your current role and prepare to take that next step in your career:

  • Tuition reimbursement
  • Internal training and educational resources
  • Quarterly and annual awards for outstanding performance
  • Pathways to promotions and access to advice, feedback, and mentorship
  • Participation in professional organizations
  • Internships

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