Disciplines
Roles We Place
C-Suite Finance Roles
CFO’s, Director’s of Finance, VP’s of Finance, Director’s of Global FP&A, etc.
Finance Management
Finance Directors, Managers of Corporate Finance, Finance Managers, etc.
Corporate Development (M&A):
Investment Banking Analyst/Associate, Corporate Development Manager/Director/VP.
Transaction Advisory
Transaction Advisory Directors, Managers, Analysts.
Treasury
VP of Treasury, Treasury Manager, Treasury Analysts.
Financial Analysts
Financial Analyst, Senior Financial Analyst, FP&A Analyst.
Finance Specializations
Commercial Finance
- VP’s of Commercial Finance
- Commercial Finance Directors
- Commercial Finance Managers
- Senior Commercial Finance Analysts
- Commercial Finance Analysts
Global Finance
- VP’s of Global Finance
- Global Finance Directors
- Global Finance Managers
Transaction Advisory
- Transaction Advisory Directors
- Transaction Advisory Managers
- Senior Transaction Advisory Analysts
- Transaction Advisory Analysts
Financial Planning & Analysis (FP&A)
- VP’s of Financial Planning & Analysis
- Directors of Financial Planning & Analysis
- Financial Planning & Analysis Managers
- Senior Financial Planning & Analysis Analysts
- Financial Planning & Analysis Analysts
- Budget Analysts
Supply Chain Finance
- VP’s of Supply Chain Finance
- Director of Supply Chain Finance
- Manager of Supply Chain Finance
- Seniors & Staff Supply Chain Financial Analysts
Mergers & Acquisitions/CorpDev
- VP of Corporate Development (M&A)
- Directors of Corporate Development (M&A)
- Managers of Corporate Development (M&A)
Treasury
- VP of Treasury
- Treasury Manager
- Treasury Analysts
Credit
- Credit Managers
- Credit Analysts
Financial Qualities
Financial Analysis
- Analyzing Financial Data: Finance Analysts examines financial data to identify trends, opportunities, and potential risks. They track key performance indicators (KPIs), revenue trends, and expense patterns to provide insights.
- Cost-Benefit Analysis: They help determine whether certain projects, purchases, or investments are financially viable. This includes comparing potential benefits to costs and assessing ROI (Return on Investment).
- Variance Analysis: They analyze discrepancies between actual financial performance and forecasts or budgets to understand deviations and recommend adjustments.
Budgeting and Forecasting
- Creating Budgets: Finance professionals assist in the preparation of departmental or company-wide budgets, outlining expected revenues, costs, and capital expenditures for the upcoming period.
- Forecasting Future Performance: They build financial models to predict future financial performance based on current data, historical trends, and economic conditions.
- Monitoring Budget Compliance: They track actual financial outcomes against the budget and work with departments to ensure adherence to financial goals.
Financial Reporting and Presentation
- Preparing Financial Reports: Finance professionals create reports that summarize the company’s financial status, typically on a monthly, quarterly, or annual basis. These reports often include income statements, balance sheets, cash flow statements, and more.
- Presenting Data to Stakeholders: They communicate financial results and analysis to senior management, board members, or other stakeholders. This may involve translating complex financial data into actionable insights and recommendations for decision-making.
Cash Flow Management
- Monitoring Cash Flow: A finance professional keeps an eye on the company’s cash flow, ensuring there is enough liquidity to meet obligations, pay debts, and invest in operations or projects.
- Planning for Future Cash Needs: They help forecast future cash needs and advise on how to manage cash surpluses or shortfalls.
- Managing Working Capital: They focus on optimizing the company’s working capital (current assets minus current liabilities) to ensure smooth day-to-day operations.
Risk Management and Compliance
- Assessing Financial Risks: Finance professionals identify and analyze potential risks that could affect the company’s financial health, such as interest rate fluctuations, currency exchange rates, or market volatility.
- Mitigating Risks: They develop strategies to mitigate financial risks, such as hedging or diversifying investments.
- Ensuring Compliance: They ensure that all financial activities comply with regulatory requirements, including tax laws, corporate governance standards, and other legal obligations.
Supporting Strategic Planning
- Business Case Development: They work with other departments to build business cases for new initiatives, acquisitions, or capital investments, ensuring these align with the company’s financial goals.
- Supporting Mergers and Acquisitions: If the company is involved in M&A activities, finance professionals assist in evaluating potential deals, conducting due diligence, and analyzing the financial implications of a merger or acquisition.
- Long-Term Financial Planning: They assist in developing long-term financial strategies, including capital structure, dividend policy, or funding strategies for future growth.
Investment and Capital Management
- Evaluating Investment Opportunities: Finance professionals assess the potential financial returns and risks associated with various investment opportunities, including new projects, financial instruments, or asset purchases.
- Managing Capital Expenditures: They monitor and control the company’s spending on long-term assets such as property, equipment, or infrastructure.
- Debt and Equity Management: They help manage the company’s capital structure by overseeing how much debt and equity the business should maintain to optimize its financial stability and growth.
Collaboration with Departments
- Inter-Departmental Coordination: Finance professionals often collaborate with different teams (such as marketing, operations, and human resources) to gather the data needed for financial forecasts, budget analysis, or capital planning.
- Supporting Cross-Functional Projects: They provide financial insights to guide decisions on cross-functional initiatives, like launching a new product, entering a new market, or expanding operations.
Use of Financial Software and Tools
- Financial Modeling Software: They use software like Excel or specialized financial modeling tools (e.g., SAP, Oracle, or Hyperion) to build complex models and analyze data.
- ERP Systems: They may use enterprise resource planning (ERP) systems to track financial performance and extract data for analysis.
Advising Management on Financial Matters
- Providing Financial Insights: Finance professionals often act as advisors to senior management, offering insights into the financial implications of business decisions and strategies.
- Offering Solutions: They may recommend financial solutions to improve profitability, reduce costs, or optimize capital allocation.
- Supporting Decision-Making: Their financial expertise aids in making informed decisions about investments, resource allocation, and company growth.
Skills and Tools Commonly Used by Finance Professionals:
- Analytical Skills: Strong ability to interpret complex financial data and make data-driven decisions.
- Financial Modeling: Proficiency in building financial models to assess various business scenarios.
- Excel and Financial Software: High proficiency in Excel for data manipulation, along with experience in using financial tools like SAP, Oracle, or others.
- Business Acumen: Understanding how financial data impacts business operations, strategies, and goals.
- Communication: Ability to present financial data clearly to non-financial stakeholders.
- Problem-Solving: Identifying potential financial challenges and developing solutions.
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Our Vision
At Carolina PRG, we aim to shape a future for Charlotte area professionals where every career move is a meaningful step forward, built on shared values and lasting partnerships.
Our Mission is to create remarkable career moments you are inspired to share with others.