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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:
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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.
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Assist with the creation, testing, and implementation of financial templates and models within cloud-based tools (e.g., Anaplan; prior Anaplan experience not required).
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Develop a deep understanding of the business landscape and product offerings to better interpret and apply financial insights.
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Leverage analysis to help drive strategic, data-informed improvements within Finance and across business units.
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Provide second-level support for in-unit and reporting applications, resolving escalated issues and ensuring smooth operation.
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Maintain strong version control and documentation to ensure system integrity and business continuity.
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Draft functional requirements and specifications, facilitate stakeholder signoff, and validate system deliverables.
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Serve as a key liaison between Finance and IT/development teams to ensure clarity and alignment on project goals and system functionality.
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Design and execute functional test plans; coordinate system integration testing with other analysts.
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Lead or contribute to special projects and reporting initiatives as assigned.
Required Qualifications:
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Bachelor’s degree in Finance, Accounting, Management Information Systems (MIS), or a related field.
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2+ years of experience in finance, business analysis, or a functional analyst role.
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Strong proficiency in Microsoft Excel, including use of pivot tables, advanced formulas (e.g., IF, SUMIF, VLOOKUP), and data manipulation.
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Proven ability to manage multiple priorities with strong organizational and time management skills.
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Demonstrated success in developing user stories, system requirements, and process flow documentation.
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Experience designing user interfaces or mockups with clearly defined functionality.
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Ability to work independently and collaboratively in cross-functional environments.
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Attention to detail and commitment to high-quality deliverables.
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Excellent communication and interpersonal skills, with the ability to influence and align diverse stakeholders.