Financial Analyst | Operational Finance

Financial Analyst | Operational Finance

Summary: Our $11B equipment service client is seeking a Financial Analyst to join their growing operational finance team supporting branch and district operations across a large, multi-site organization. This role offers strong exposure to operational FP&A, forecasting, budgeting, financial reporting, and business partnering while working closely with Branch Managers, District Managers, and finance leadership. The ideal candidate is analytical, proactive, and eager to develop strong corporate finance and operational finance skills within a fast-paced, team-oriented environment with growth potential!

Compensation: $70,000 + possible 5% bonus

Location: Fort Mill, SC (20 minutes from Charlotte)

Hybrid Schedule: 4 days onsite/1 day REMOTE, except summer which are 5 days onsite

Key Responsibilities:

• Serve as the primary finance contact for Branch and District Managers, providing financial support and actionable business insights
• Support monthly forecasting processes across designated markets and business units
• Conduct monthly financial reviews focused on business performance, forecast updates, and operational improvement opportunities
• Prepare and execute month-end journal entries, including intercompany and branch-level reclasses
• Assist with the annual budgeting process and market-level financial planning activities
• Support incentive compensation calculations and perform periodic audits for accuracy
• Analyze financial performance trends, variances, and operational drivers across business units
• Support ad hoc financial analysis projects related to new locations, facility investments, rental fleet mix, and leasehold impacts
• Partner cross-functionally with operations and finance teams to support strategic and operational decision-making
• Present financial concepts and reporting insights clearly to both finance and non-finance stakeholders

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 0-3 years of internship or corporate finance or FP&A experience
• Strong understanding of financial statements and basic financial analysis concepts
• Advanced Microsoft Excel skills and strong analytical capabilities
• Strong communication, presentation, and interpersonal skills, detail-oriented, and eager to learn in a fast-paced environment
• Demonstrated leadership, teamwork, and problem-solving abilities
• Comfortable traveling periodically (approximately once per quarter)

Category Code:

JN005, JN001

Skills:

• Accounting
• Ad Hoc Financial Modeling
• Analysis Skills
• Auditing
• Budget Reporting
• Budgeting
• Communication Skills
• Corporate Finance
• Cross-Functional
• Detail Oriented
• Economics
• Equipment Maintenance/Repair
• Finance
• Financial Analysis
• Financial Management
• Financial Operations
• Financial Planning
• Financial Planning and Analysis (FP&A)
• Financial Reporting
• Financial Statements
• Financial Support
• Financial Trend Analysis
• Forecasting
• Interpersonal Skills
• Journal Entries
• Leadership
• Microsoft Excel
• Operational Improvement
• Operational Strategy
• Operational Support
• Problem Solving Skills
• Team Player
• Vehicle Fleets