Financial Analyst

(this role is based in Charlotte, NC and will be hybrid in office 3-4 days per week.)

What we believe

In the past few years, private equity investors have invested more than a trillion dollars in software and tech-enabled companies. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk?

We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do.

Our role

We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology.

What we value

You could be a good fit for Crosslake if you see yourself reflected in our guiding values:

Service. We effect change by empowering others.

Curiosity. We believe great advice starts with deep understanding.

Credibility. Our expertise is earned and proven.

Commitment. It’s our privilege to serve clients in their critical moments.

Creativity. We are inspired by the constant pursuit of better.

Overview

Reporting to the Chief Financial Officer, the Financial Analyst will serve as a key contributor to the firm’s financial and commercial data reporting operations. Acting as a partner to the global finance team, client-facing leaders throughout the business, and the executive team, the Financial Analyst will:

•    Own creation of the firm’s core financial reporting, including development of analytical insights that facilitate strategic decisions fostering both growth and efficient operations (e.g., weekly scorecard, monthly financial reporting package, and quarterly KPIs).

•    Collaborate with executive team and client-facing business leaders to resolve ad hoc analytical requests related to strategic financial, commercial, and/or operational questions.

•    Support the annual budgeting process from end to end, including model creation, assumption testing, and presentation drafting.

•    Drive the evolution of existing reporting tools and data sources to enhance the ease with which data is aggregated, manipulated, and accessed for the benefit of both those generating reporting and audiences relying on readily accessible analysis.

Expected Results

• Publication of timely, accurate reporting.
• Development of analytical insights that facilitate decision-making by global leadership team members.
• 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.
• Growth and development through the ongoing demonstration of curiosity, a devotion to continuous improvement, and the embodiment of the mindset that no task is too big or too small.

Qualifications

• Bachelor’s degree in business, finance, accounting, statistics, economics or related field. Master’s degree preferred.
• Minimum two years’ experience in a business setting, preferably within the professional services, financial services, or technology sector.
• Detail-oriented and analytical operating style with strong problem-solving skills and a commitment to accuracy and integrity, including the ability to handle sensitive information confidentially.
• Effective communication skills with the ability to convey complex financial information in a clear and concise manner to multiple audiences across two operating regions.
• Solid business acumen and strategic mindset paired with strong interpersonal and presentation skills.
• Great organization and time management skills with a comfort operating in a dynamic environment under tight timelines.
• Ultimate team player mentality demonstrated by being “hands-on” in day-to-day activities with colleagues but also highly driven, self-motivated, and working well independently.
• Advanced Excel skills with high PowerPoint proficiency required. Experience with PowerBI preferred.