Financial Analyst

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

In the past two years, more than a trillion dollars have been invested in software companies at record prices. 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.

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.

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 Global Financial Planning & Analysis Manager, 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.