Financial Analyst - BI & Analytics in Charlotte, North Carolina at Vortex Companies, LLC

Want to be part of one of the country’s fastest growing infrastructure businesses? The Vortex Companies, LLC delivers cutting edge trenchless technologies and turnkey services to make the worlds water cleaner and we’re growing every day!

We think BIG about solving the world’s toughest challenges in failing water, sewer and industrial infrastructure.

At Vortex, you will be surrounded with a culture that puts your safety first in all we do. If you like a fast-paced environment, a team structure that provides support, training, and development, then apply today!

Position Overview

The Financial Analyst - BI & Analytics provides financial planning, analysis, and decision support to drive strategic business performance. This role partners closely with cross-functional teams and senior leadership to deliver insights that inform forecasting, budgeting, and long-term planning. The ideal candidate combines strong analytical ability, business acumen, and communication skills to influence outcomes and improve financial results.

Key Responsibilities

• Lead financial analysis, forecasting, and budgeting processes, leveraging data to drive accuracy and actionable insights
• Partner with business leaders to translate financial data into strategic recommendations that improve performance and profitability
• Analyze trends, variances, and KPIs across business units, identifying risks and opportunities
• Design, build, and maintain interactive dashboards and reports (Power BI, Tableau, etc.) to support real-time decision-making
• Lead financial planning and analysis (FP&A) processes, including budgeting, forecasting, variance analysis, and monthly performance reporting.
• Develop and maintain financial models to support decision-making and scenario analysis for key business initiatives.
• Partner with business leaders to analyze trends, identify risks/opportunities, and provide actionable recommendations.
• Prepare and deliver management reports, dashboards, and presentations summarizing key financial insights for executives.
• Support strategic initiatives such as pricing analysis, ROI evaluations, capital expenditure reviews, and M&A due diligence.
• Drive continuous improvement of forecasting tools, models, and processes to enhance accuracy and efficiency.
• Ensure compliance with GAAP and internal financial controls; collaborate with accounting on month-end close and reporting.
• Lead consolidation and analysis of financial results across business units to provide a clear picture of company performance.
• Partner with FP&A and operational leaders to deliver ad-hoc financial analysis that supports business initiatives, investment decisions, and performance improvement efforts.
• Translate complex financial data into dashboards, KPIs, and metrics that drive business insights.
• Collaborate with accounting, FP&A, and business teams to align reporting with business strategy and operational goals.
• Support budget and forecast processes with accurate historical and trend reporting.

Qualifications

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred).
• 5+ years of progressive experience in financial analysis, FP&A, or corporate finance.
• Proven track record in budgeting, forecasting, and data-driven decision support.

Skills & Competencies

• Advanced proficiency in Excel (pivot tables, complex formulas, financial modeling).
• Experience with financial systems and BI tools (e.g., Power BI, Tableau, Adaptive Insights, Hyperion, SAP, or NetSuite… NetSuite & Power BI highly preferred).
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent communication and presentation abilities; capable of translating complex data into clear insights.
• Detail-oriented, highly organized, and able to manage multiple priorities in a fast-paced environment.

Vortex Companies, LLC and all of its subsidiaries, considers applicants for all positions without regard to race, color, creed, religion, sex, age, national origin, marital status, status with regard to public assistance, or sexual orientation. All applicants will be considered solely on the basis of their qualifications.