Financial Analyst

Thought Industries, Inc.

Financial Analyst

Charlotte, NC +2 locations
Full Time
Paid
  • Responsibilities

    Job Description

    Reporting & Analysis

    • Prepare and distribute recurring management reporting packages, including month-end financials, variance analyses, and KPI dashboards

    • Support ad hoc financial and operational analyses that inform business decisions

    • Translate data into clear, concise narratives for management audiences

    Budgeting & Forecasting

    • Assist in the annual budgeting process and quarterly reforecast cycles

    • Maintain and update financial models with actuals, forecast updates, and scenario assumptions

    • Partner with department heads to review their P&Ls, track spend against budget, and flag variances

    Accounting Close and Operational Support

    • Collaborate directly with the accounting team during monthly and quarterly close

    • Gain hands-on experience in Sage Intacct, including journal entries, accruals, and reporting

    • Review, code and approve vendor bills and credit card transactions in Bill.com in line with budget and vendor contracts including prepaid subscriptions

    • Record and reconcile daily bank activity with Sage Intacct

    • Assist with monthly / quarterly balance sheet account reconciliations

    • Support accounting team with adhoc reporting requests

    • Ensure financial data integrity between source systems and reporting outputs

    Systems & Tools

    • Work daily in Sage Intacct, Salesforce, and Microsoft Excel

    • Leverage Claude (AI) to accelerate analysis, drafting, and research in day-to-day work

    • Identify opportunities to improve reporting efficiency and data workflows

  • Qualifications

    Qualifications

    Required

    • Bachelor's degree in Finance, Accounting, Economics, or a related field

    • 2–4 years of relevant experience (internships count)

    • Proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, financial modeling)

    • Working knowledge of basic accounting concepts (debits/credits, accruals, P&L vs. balance sheet)

    • Strong written and verbal communication skills

    • Structured thinker with an analytical mindset and high attention to detail

    Preferred

    • Experience with Sage Intacct or another ERP system

    • Exposure to Salesforce or similar CRM

    • Familiarity with AI tools (e.g., Claude, ChatGPT) in a professional context

    Additional Information

    All your information will be kept confidential according to EEO guidelines.

    The annual base salary for this role is $70,000-$90,000 with bonus eligibility.

    Thought Industries does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law. Employment decisions at Thought Industries are based on merit, qualifications, and abilities.

  • Compensation
    $68,640-$68,640 per year
  • Locations
    Boston, MA • Charlotte, NC • Dallas, TX