Job Description

Financial Analyst III (Charlotte, NC)

Optomi, in partnership with a leader in the telecommunications industry, is seeking a Financial Analyst III with strong financial planning & analysis (FP&A) experience to support large-scale budgeting and forecasting operations. This is a high-impact role that directly supports financial strategy for a multi-billion-dollar supply chain operation. The ideal candidate is a polished, detail-oriented professional who thrives in a fast-paced environment and has a passion for driving clarity and insights from financial data.

Key Responsibilities:

• Build, manage, and improve detailed budgets and forecasts from scratch using financial data from internal stakeholders.
• Perform advanced Excel-based financial modeling and data analysis to support strategic planning.
• Translate complex financial data into meaningful insights and written commentary for executive leadership.
• Serve as the liaison between business users and technical/engineering teams to improve systems and tools.
• Support continuous improvement initiatives by enhancing existing Excel tools and building new ones.
• Work cross-functionally with various business units within and outside of the supply chain to gather data and meet deadlines.
• Track and document system issues, identifying opportunities for process optimization.

Required Qualifications:

• 5–10 years of experience in financial analysis, business analysis, or FP&A roles.
• Advanced Excel skills including pivot tables, VLOOKUPs, and strong financial modeling capability.
• Proven experience in budgeting, forecasting, and driving insights through data.
• Strong written communication skills — must be able to write commentary and clearly explain variances, trends, and financial impacts.
• Ability to handle high-volume, high-visibility deliverables with accuracy and professionalism.
• Experience working with large-scale budgets (hundreds of millions to billions).
• Strong organizational and time-management skills to juggle competing priorities in a deadline-driven environment.

Preferred (Nice to Have):

• Experience with SAP and/or Hyperion.
• Familiarity with CapEx and OpEx planning processes.

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