Financial Analyst (Charlotte, NC)

Lewis James Professional

                                                                                                                                       Financial Analyst
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Financial Analyst for a direct hire opportunity with a financial services client.


  • Forecast operations including maintenance of monthly forecasting data and review of assumptions.
  • Provide assistance to senior finance team members through managing the annual budgeting and monthly/weekly forecasting process.
  • Gather and compile data used in performance reporting and track progress for line of business against budget/plan along with explanation of variances.
  • Develop knowledge of financial systems to assist with reporting of results and sourcing of data for ongoing monitoring of financial performance.
  • Conduct research and analysis to produce accurate and complete financial data.


  • Bachelor’s degree in Accounting, Finance or a related subject.
  • 3-4 years of financial experience with an emphasis on data.
  • Understanding of bank’s financial statements, finance principles, and accounting preferred.
  • Highly preferred skills: Hyperion Essbase, SQL and/or SAS, Alteryx, Power PI, and Tableau.
  • Advanced Excel and PowerPoint skills.
  • Strong verbal and written communication skills, analytical and critical thinking skills.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4008. You may also send a copy of your resume to: and enter only the following job code in the subject line: BHJOB11837_4008. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V