Senior Financial Analyst, Charleston, SC

    Our client, a venture capital group headquartered in Charleston, is currently recruiting for a Senior or Manager-level Financial Analyst adept in both accounting and finance. This position is on the Controller track, with initial responsibilities to include:

    • Building and maintaining advanced Excel-based tools to help portfolio companies manage and analyze key financial and operational data, including:
      • Dynamic financial reporting models
      • Inventory analytics and product profitability tools
      • Custom operational models based on company-specific inputs
    • Collaborating closely with company leadership to understand their financial operations and translate needs into actionable Excel solutions
    • Ensuring data accuracy, integrity, and usability in all models and reports
    • Supporting financial close processes and assist with reporting as needed

    Qualifications:

    • Bachelor’s degree in Accounting, Finance, or related field
    • 5+ years of accounting and finance experience (mix of public and private a plus)
    • Advanced Excel skills: ability to build complex, customized tools
      Strong communication skills and comfort working directly with portfolio company leadership
    • Interest in evolving into a Controller role

    If you are interested in this opportunity, please fill out the contact form or email us at: recruiting@theclbgroup.com.