Position Summary:
Reporting to the Director, Strategic Finance, this role plays a pivotal role within the BNI Strategic Finance team and is integral to shaping and executing the company’s strategic plan. The Manager, Strategic Finance leads a small, high-performing team responsible for financial planning and performance management, including forecasting, budgeting, modeling, and analysis of emerging opportunities and risks. This role partners with senior leaders to evaluate, plan, execute, and measure strategic initiatives and regularly delivers data-driven insights and executive-level reporting that inform decision-making, accelerate growth, and drive value creation.
Job Responsibilities:
- Lead financial planning and forecasting:Manage forecasting, budgeting, and long-range planning processes and deliver actionable insights to guide business decisions.
- Drive performance analysis:Analyze financial and operational performance,identifytrends, and translate findings into clear recommendations that support growthobjectives.
- Deliver executive storytelling:Develop concise, compelling narratives and presentations for senior leadership and board audiences that highlight performance, risks, and opportunities.
- Partner cross-functionally:Collaborate with Operations, Customer Success,People Success,Communications & Marketing, and Product to ensure alignment between financial strategy and business execution.
- Manage risk and modeling:Identifyfinancial risks and opportunities, build and refine models to predict performance, and proactively mitigate challenges.
- Lead and develop talent:Manage, coach, and develop a team of analysts,establishbest practices, and ensure strong alignment with organizational priorities; recruit and scale the team as needed.
- Enable strategic growth:Align financial strategy with operational execution and new opportunities (e.g., greenfield markets, product expansion, M&A) to improve ROI and unlock value.
- Anyadditionalduties needed to helpdemonstrateour core values, drive our vision, and fulfill our mission.
Competencies:
- Financial Acumen
- Strategic Thinking
- Decision Making
- Influence
- Project Management
- Leadership
Qualifications:
- Experience:4–6 years of experience in Investment Banking, Private Equity, Consulting, or Strategic Finance / FP&A.
- Analyticalexpertise:Demonstratedexperience conducting quantitative and financial analysis and developing clear, actionable recommendations.
- Financial knowledge:Strong understanding of core business and financial concepts, with experience building and automating financial models and management reporting.
- Attention to detail:High levelof accuracy whilemaintaininga focus on broader business context and impact.
- Problem solving:Strong analytical skills, sound judgment, and the ability to navigate ambiguity.
- Ownership mindset:Proactive, resourceful, and results-oriented approach to work.
- Technical skills:Advancedproficiencyin Microsoft Excel and PowerPoint.
- Data handling:Experience working with large and complex datasets.
Preferred:
- Team leadership:Proven ability to lead, develop, and scale high-performing teams.
- Systems experience:Experience with financial planning tools (e.g., OneStream, Anaplan).
- Advanced analytics:Experience with SQL, Python, and/or BI tools (e.g., Power BI, Tableau).
Physical Demands and Working Conditions: (Working Conditions apply globally. The Physical Demands section is included to meet U.S. regulatory expectations and may not apply to individuals located outside the United States.)
Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly lift, carry, push, pull or otherwise move objects. Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers. The worker is required to have close visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading.
This is a full-time position. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Learn more at BNI.com
An equal opportunity employer.
BNI Global Charlotte, North Carolina, USA Office
11525 N Community House Rd,, Charlotte, NC, United States, 28277
Similar Jobs
What you need to know about the Charlotte Tech Scene
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
