Senior Financial Analyst

AGDATA, LP

Senior Financial Analyst driving financial performance for AGDATA clients in agriculture. Partnering with executive leadership and PE sponsors to enhance business insights and EBITDA.

Posted 6/30/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Participate in the annual budgeting, quarterly forecasting, and long-range planning processes
Develop and maintain robust financial models, including scenario analysis and sensitivity testing
Analyze monthly results versus budget/forecast, identifying key drivers of variances
Provide clear, concise reporting packages with commentary for executive leadership and the Board
Prepare monthly/quarterly investor reporting packages, including KPI dashboards and variance analyses
Support lender reporting and covenant compliance monitoring
Identify opportunities for margin expansion, cost optimization, and revenue growth
Assist with M&A activities, including financial modeling, due diligence, and integration planning
Develop complex financial models across revenue, cost drivers, and working capital.

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA, CFA, or MBA preferred)
4–7+ years of experience in FP&A, investment banking, consulting, or private equity–backed companies
Strong financial modeling and advanced Excel skills (experience with BI tools preferred)
Proven experience building executive-level reporting and presentations
Familiarity with GAAP and financial statement analysis.

Benefits

Comp & perks

You have the option to choose from three medical, two dental and two vision plans to ensure your elections are the best fit for you and your family including your domestic partner and their child(ren).
you’ll have access to a Health Savings Account with employer contributions as well as Health and Dependent Care Flexible Spending Accounts.
you can plan for the near and long term with AGDATA’s 401(k) retirement savings plan with matching company contributions and our tuition reimbursement program.
you’ll also get to enjoy access to ancillary benefits, Employee Assistance Programs including virtual counseling sessions, Pet Insurance, Ergonomic Assessments, and other discount programs that will help you and your family stay on track physically, socially, emotionally, and financially.
Paid time off is available to you and we also have competitive holiday options available including time off between Christmas and New Year’s.
you can work from home and partner with your manager to flex your hours.
Free snacks and different types of drinks will be available for you to choose from.
AGDATA invests heavily in our associates' training and development. Our Training team is fully dedicated to ensuring your onboarding will be successful and also focuses on the continued development of your soft and hard skills.
You’ll have unparalleled visibility and communication with senior leadership across the organization.
Our Shout Out Program gives our associates the opportunity to give feedback at any time which will be shared and celebrated company-wide and may even be topped off with an award.
Our monthly in-person and virtual town halls led by our CEO and other Leaders guarantee everyone stays up-to-date.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial ModelingBudgetingForecastingVariance AnalysisKPI Dashboard DevelopmentCost OptimizationRevenue Growth AnalysisM&A Financial ModelingDue DiligenceWorking Capital Analysis

Soft Skills

Clear CommunicationAnalytical ThinkingAttention to Detail

Certifications

Bachelor’s Degree in FinanceCPACFAMBA