Crosslake Technologies LLC

Financial Analyst

Charlotte, North Carolina

Sponsorship not specifiedDetected 88 days ago

StatisticsFinancial ModelingFinancial AnalysisAccountingBudgetingExcelLeadershipCommunicationCollaborationTime ManagementMicrosoft OfficeFinancial Reporting

About the role

What we believe Technology is no longer just an enabler of business strategy.
And with AI reshaping how companies operate, compete and grow - while rapidly accelerating the pace of change - the stakes have never been higher.
What we value Everything we do is grounded in five core values: Service.

Responsibilities

Acting as a partner to the global finance team, client-facing leaders throughout the business, and the executive team, the
Collaborate with executive team and client-facing business leaders to resolve ad hoc analytical requests related to strategic financial, commercial, and/or operational questions.
Collaboration across a wide variety of stakeholders that flexes between understanding the details and seeing the bigger picture to clarify key insights and develop an actionable plan.
Evolution of current tools, systems, and structures to optimize the efficiency and effectiveness of reporting while ensuring data integrity.
Strong ability to perform variance / trend analysis
Demonstrated experience building financial models

Requirements

2-3 years of financial analysis experience
Experience actively participating in fiscal planning processes
Proficiency with core Microsoft Excel analytical functions (sumif, averageif, vlookup, pivot table analysis, etc.)
Effective communication skills with the ability to convey complex financial information in a clear and concise manner to multiple audiences across two operating regions, primarily in Microsoft PowerPoint
Ability to excel in a fast-paced, ever-evolving environment under tight timelines

Nice to have

Bachelor's degree in business, finance, accounting, statistics, economics or related field.
Master's degree preferred

Compensation

What we believe Technology is no longer just an enabler of business strategy.
It is the business strategy.
And with AI reshaping how companies operate, compete and grow - while rapidly accelerating the pace of change - the stakes have never been higher.
Our role We're focused on helping private equity investors and portfolio company leaders drive value creation through technology.
In a world where investors deploy trillions annually into software and tech-enabled businesses, we're the team that makes sure the underlying technology actually delivers.
Our approach The expert judgment of our experienced practitioners is complemented by proven frameworks, tech-enabled solutions, and objective data to help organizations navigate critical technology decisions across diligence, transformation, growth, cybersecurity, AI, and operational execution.
Support the annual budgeting process from end to end, including model creation, assumption testing, and presentation drafting.

Benefits

Sound understanding of the four primary financial statements (balance sheet; income statement, cash flow statement, and statement of shareholder equity) and how to use them to address commercial and financial questions

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