Senior Financial Analyst, Enterprise FP&A

Senior Financial Analyst, Enterprise FP&A Job Description The Senior Financial Analyst serves as a strategic finance business partner to Enterprise FP&A and key corporate functions, including Finance and Marketing. This role is responsible for supporting enterprise and corporate function performance reporting, delivering financial planning and forecasting support, and providing analytical insights that inform business decisions and strategic initiatives. The Senior Financial Analyst plays a key role in monthly management reporting and quarterly Board reporting processes, delivering actionable insights to evaluate financial performance against forecast, budget, and prior year results. This position partners closely with functional leaders to drive financial accountability, monitor spending trends, and support informed decision-making through regular variance analysis and performance reviews. Additional responsibilities include developing and maintaining financial forecasts, supporting the annual operating plan process, identifying line of business risks and opportunities, and enhancing reporting and analytical capabilities to improve visibility into business performance. KEY RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Prepare monthly management and quarterly board reports that evaluate financial performance versus forecast, plan, and prior year, providing variance analysis and executive-level commentary. Build and maintain detailed financial models for corporate cost centers, presenting results to business leaders monthly Partner with Accounting, FP&A, and functional teams to support the monthly close process and ensure accurate expense recognition. Deliver monthly forecast updates and annual operating plans, validating assumptions with function leaders and maintaining transparency on key drivers. Monitor and drive forecast accuracy, proactively communicating spend trends and ensuring accountability to budget. Provide timely financial reporting, automate and ensure accuracy of data pulls from Workday Adaptive Planning to improve efficiency and insight generation. Support business cases and investment decisions through ROI and sensitivity analysis. Standardize planning templates, automate recurring reports, and help streamline financial processes. Conduct ad hoc deep dives into expenses, headcount, and operational drivers/productivity to identify risks and opportunities. EDUCATION AND EXPERIENCE The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Education: Bachelor’s Degree in Accounting, Finance, Economics, or related field At least 3-5 years of relevant accounting or finance experience Preferred Education: Certifications: CPA, CMA or CFA Advanced degree (Master’s, MBA, Finance/Accounting concentration) FUNCTIONAL SKILLS Required Qualifications: Strong understanding of accounting principles (GAAP) Proficiency in Microsoft Excel (advanced level) Strong verbal & written communication skills Strong executive-level communication and presentation skills Ability to translate complex financial information into clear, actionable insights for senior leadership and stakeholders Analytical, problem-solving, and logical decision-making ability Business partnering / stakeholder management skills Experience with financial systems / planning tools Ability to work independently in a dynamic team Forecasting and budgeting expertise Proven experience in Enterprise and Corporate FP&A Preferred Qualifications: Prior experience in insurance or financial services preferred. Experience with BI / reporting tools Working knowledge of Adaptive Planning, or similar planning systems Location: This role is based in Uptown Charlotte, NC.