Senior Financial Analyst

Elevate Your CareerCharlotte, NC
7d$120,000 - $150,000Hybrid

About The Position

The Senior Financial Analyst will work closely with Finance leaders and other business partners to lead matters pertaining to budgeting/forecasting, business analysis, and financial reporting, as well as executive level management information and presentations. You will also provide coaching and direction to more junior members of the team. Strong collaboration and communication with internal business partners is a critical component to success in this role. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.

Requirements

  • Bachelor’s degree in Accounting or Finance, CPA, CFA, and/or MBA a plus
  • 5+ years of relevant finance and/or accounting experience, preferably in the asset management industry
  • Highly collaborative, consultative, results oriented, and innovative solutions seeker
  • Self-motivated, independent, flexible, adaptable in a fast paced, growth-oriented environment
  • Experience with Oracle EPM suite and Smart View/Essbase is strongly preferred
  • Strong technical skills with MS Office suite
  • Proven experience in financial planning, forecasting, and analysis
  • Strong knowledge of financial modeling and budgeting techniques
  • Exceptional organization and planning skills are a must
  • Outstanding written, verbal, communication, and presentation skills

Responsibilities

  • Partner with US Distribution leadership to provide ongoing reporting, forecasting, and annual budgeting support
  • Partner with the Distribution Analytics team to ingest, reconcile, and analyze upstream sales data for reporting and planning purposes
  • Conduct deep dives into distribution-related revenue streams and expense allocations, including enhanced reporting tied to client segments, asset classes, and strategy buckets.
  • Map and document data sources and aggregation processes across distribution systems; identify opportunities to streamline workflows and enable self-service analytics for stakeholders.
  • Lead and structure cost benefit analysis, project business cases, and other decision support for material decisions facing Allspring and business leaders.
  • Present as credible, confident and capable in all interactions
  • Protect operations by maintaining strict confidentiality of company financial information.
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