Functional Analyst – Financial Systems & Reporting

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Job Title: Functional Analyst – Financial Systems & Reporting

Location: Charlotte, NC (Hybrid)
Job Type: Contract

Position Summary:

We are seeking a detail-oriented and collaborative Functional Analyst to support the analysis, configuration, quality assurance, and support of enterprise-level financial systems and reporting applications. This role will focus on budgeting and forecasting processes and play a key part in supporting cloud-based financial solutions (such as Anaplan) and in-unit applications. The ideal candidate will combine financial acumen with strong analytical and communication skills to deliver effective, scalable business solutions.

Primary Responsibilities:

• Collaborate with business stakeholders, developers, and end users to identify business needs and translate them into functional application requirements—particularly in the areas of financial planning, forecasting, and budgeting.

• Assist with the creation, testing, and implementation of financial templates and models within cloud-based tools (e.g., Anaplan; prior Anaplan experience not required).

• Develop a deep understanding of the business landscape and product offerings to better interpret and apply financial insights.

• Leverage analysis to help drive strategic, data-informed improvements within Finance and across business units.

• Provide second-level support for in-unit and reporting applications, resolving escalated issues and ensuring smooth operation.

• Maintain strong version control and documentation to ensure system integrity and business continuity.

• Draft functional requirements and specifications, facilitate stakeholder signoff, and validate system deliverables.

• Serve as a key liaison between Finance and IT/development teams to ensure clarity and alignment on project goals and system functionality.

• Design and execute functional test plans; coordinate system integration testing with other analysts.

• Lead or contribute to special projects and reporting initiatives as assigned.

Required Qualifications:

• Bachelor’s degree in Finance, Accounting, Management Information Systems (MIS), or a related field.

• 2+ years of experience in finance, business analysis, or a functional analyst role.

• Strong proficiency in Microsoft Excel, including use of pivot tables, advanced formulas (e.g., IF, SUMIF, VLOOKUP), and data manipulation.

• Proven ability to manage multiple priorities with strong organizational and time management skills.

• Demonstrated success in developing user stories, system requirements, and process flow documentation.

• Experience designing user interfaces or mockups with clearly defined functionality.

• Ability to work independently and collaboratively in cross-functional environments.

• Attention to detail and commitment to high-quality deliverables.

• Excellent communication and interpersonal skills, with the ability to influence and align diverse stakeholders.

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