Lead Financial Planning & Analysis Analyst

Direct message the job poster from Liberty Personnel Services, Inc.Partner - Recruiter / Account Manager at Liberty Personnel Services, Inc.Job Details:Lead FP&A AnalystIn this role, you'll be a key player in financial planning, forecasting, and analyzing different financial scenarios. You'll work closely with both finance and business leaders, acting as a trusted advisor. Your main responsibilities will include:Leading financial projects: You'll head up initiatives that involve complex financial analysis, supporting various departments across the plex analysis and modeling: You'll be responsible for detailed forecasting and financial modeling.Developing financial strategies: You'll contribute new ideas for how we approach financial planning and analysis.Evaluating profitability: You'll regularly review how profitable our products and distribution channels are.Sharing your expertise: You'll become the go-to person for financial, accounting, and regulatory matters, especially for complex client situations.Creating presentations: You'll prepare reports and presentations for senior leaders to keep them informed about our financial performance.Managing costing models: You'll take ownership of our company-wide channel and product costing models, ensuring they're accurate and continuously improved. You'll also help with client and product pricing.Responding to data requests: You'll handle requests for internal business data and trends, finding the right information and analyzing it to support our business strategy.Improving financial processes: You'll look for ways to make our financial services better for internal teams and implement any necessary changes.Supporting team growth: You'll help with the financial development and growth of your team.Special projects: You'll also work on various special projects as needed.Who You AreThis role is a great fit for someone who:Thinks strategically: You can take financial data and turn it into clear, actionable municate well: You're skilled at talking with senior leaders and building strong relationships across different departments.Enjoys problem-solving: You like tackling tough challenges and influencing positive outcomes.Leads initiatives: You have a proven history of leading projects that involve many different people and teams.Adapts to change: You thrive in a fast-paced, team-oriented environment and are comfortable navigating changes.Has financial expertise: You have a strong grasp of financial planning, forecasting, and scenario analysis.Values collaboration: You enjoy working with others to drive strategic decisions that benefit both clients and the company.Bonus points if you have: Experience in retail banking or cash and savings.To apply, email your resume.Please add me on LinkedIn! look forward to connecting with you!Boyd Kelly567 ://levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionAccounting/AuditingIndustriesAccounting, Banking, and Financial ServicesReferrals increase your chances of interviewing at Liberty Personnel Services, Inc. by 2xGet notified about new Financial Planning Analyst jobs in Charlotte, NC.Charlotte, NC $85,000.00-$91,000.00 3 weeks agoCharlotte, NC $125,000.00-$210,000.00 1 day agoCharlotte, NC $95,000.00-$100,000.00 1 week agoWarehouse Distribution Financial Planning & Reporting Development AnalystMortgage Business Financial Analyst /AVP C12Charlotte, NC $90,080.00-$135,120.00 2 weeks agoBusiness Analyst - (Wires channel in payments processing)Charlotte, NC $95,000.00-$100,000.00 1 week agoSenior Associate, CFO/F&A Technology Business AnalystCharlotte, NC $77,000.00-$154,000.00 4 months agoConstruction Surety Underwriter / Financial AnalystCharlotte, NC $68,600.00-$113,000.00 1 week agoGastonia, NC $130,000.00-$150,000.00 1 week agoBusiness Analyst – Property & Casualty (P&C) InsuranceCharlotte, NC $115,000.00-$120,000.00 3 weeks agoCharlotte, NC $120,000.00-$150,000.00 2 weeks agoCharlotte, NC $66,585.00-$117,543.00 2 weeks agoBusiness Analyst/Project Manager (Finance/Accounting)Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGECharlotte, NC $76,000.00-$125,300.00 6 days agoBusiness Analyst with Mainframe and .Net experienceCharlotte, NC $59,562.00-$89,057.00 1 week agoCharlotte, NC $100,000.00-$120,000.00 1 week agoSQL Business Analyst – Wealth ManagementCharlotte, NC $130,000.00-$150,000.00 2 weeks agoCFO Regulatory Reporting Controller II (Global Financial Controls)Charlotte, NC $90,000.00-$145,500.00 1 week agoCharlotte, NC $60,000.00-$110,000.00 4 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-09-17