Sr. Financial Analyst II
$124,830–$152,570 year
On-site · Charlotte, North Carolina, United States or Omaha, Nebraska, United States
Job Summary
Senior-level financial analytics role split between Sales Analytics and Strategic Spend Management. Own end-to-end sales planning, forecast accuracy, and regular reporting to Sales leadership, while also documenting and tracking strategic spend initiatives across technology and capability investments. Build dashboards to monitor spend, benefits realization, and ROI, perform activity-based costing, and communicate insights to senior leaders. Requires 8+ years (Senior Financial Analyst II) or equivalent experience, a Bachelor's degree in a related field, advanced Excel and PowerPoint skills, and strong analytical and cross-functional collaboration capabilities. Role is on-site at least four days per week in Newport Beach, CA; Omaha, NE; or Charlotte, NC.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, or a related field, or equivalent experience
- 5+ years of relevant experience for Senior Financial Analyst I; 8+ years for Senior Financial Analyst II
- Strong experience in financial analysis, forecasting, and business partnering
- Demonstrated experience working with sales data, performance metrics, and forecasting models
- Experience with expense management, investment tracking, or value realization analysis
- Advanced proficiency in Microsoft Excel; strong skills in PowerPoint
- Ability to translate complex analysis into clear, decision-ready insights for senior leaders
- Stakeholder management and cross-functional collaboration
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