Financial Analyst - budgeting and forecasting (Charlotte, NC)
Cedar Summit Insurance Group · Charlotte, NC · part time
Cedar Summit Insurance Group is looking for a Financial Analyst. The job centres on budgeting and forecasting for claims, and it would suit someone who likes steady, practical work.
You would join a large organisation of more than 1,000 people based in Charlotte.
What you will do
• Build and update budgets and rolling forecasts with department leads.
• Explain monthly variances in plain language for managers.
• Automate recurring reports so they take hours, not days.
• Model the cost of claims and recommend where to save.
• Prepare board and lender packs with clear charts.
What we are looking for
• Comfort presenting numbers to people who are not finance specialists.
• Advanced Excel skills; SQL or BI experience helps.
• Two to five years in financial analysis or a similar role.
Nice to have
• Experience with policy renewals.
• A relevant degree or certification.
Working arrangement
• Part-time, about 24 hours a week, mornings.
• On site in Charlotte.
• We will tell you what to expect at each step of the hiring process.
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