Senior Financial Analyst (LOCAL TO CHARLOTTE, NC)

Who we are:

We are the most trusted provider of data collection and management, marketing program management, and analytical solutions for our Crop and Animal Health industry clients.

With data services at the core—surrounded by an extensible array of streamlined software solutions—our unified platform represents over three decades of innovation and expertise in the agriculture, crop protection, specialty chemical and animal health industries.

Backed by an entrepreneurial, creative and energetic work force, teammates at AGDATA are pushing the boundaries of technology to enhance our relationships with our clients.

We are a growing team, focused on adding creative, knowledgeable individuals who are ready to jump right in and make an immediate impact.

Visit us on www.agdata.com

More about us here: https://vimeo.com/347063684

Position Summary:

The Senior Financial Analyst will play a critical role in driving financial performance, supporting strategic decision-making, and executing value creation initiatives across the business. This position operates at the intersection of FP&A, operational finance, and private equity reporting, partnering closely with executive leadership and the PE sponsor to deliver actionable insights, enhance EBITDA, and support transactional readiness.

Key Responsibilities: 1. Financial Planning & Analysis (FP&A)

• Participate in the annual budgeting, quarterly forecasting, and long-range planning processes
• Develop andmaintainrobust financial models, including scenario analysis and sensitivity testing
• Analyze monthly results versus budget/forecast,identifyingkey drivers of variances
• Provide clear, concise reporting packages with commentary for executive leadership and the Board

2. Private Equity Reporting & Stakeholder Management

• Prepare monthly/quarterly investor reporting packages, including KPI dashboards and variance analyses
• Support lender reporting and covenant compliance monitoring
• Deliver insights aligned with value creation plans and investment thesis execution
• Act as a key liaison between the company and private equity sponsors

3. Performance Improvement & Value Creation

• Identifyopportunities for margin expansion, cost optimization, and revenue growth
• Partner with operational leaders to track and drive key performance indicators (KPIs)
• Build actionable dashboards tomonitorbusiness performance
• Support pricing strategies, cost initiatives, and operational efficiency programs

4. Transaction & Capital Markets Support

• Assist with M&A activities, including financial modeling, due diligence, and integration planning
• Support refinancing, recapitalizations, and exit preparation activities
• Prepare data rooms,QofEsupport schedules, and financial analysis for potential buyers/investors
• Contribute to exit readiness, including normalization adjustments and EBITDA bridge analyses

5. Financial Modeling & Data Analytics

• Develop complex financial models across revenue, cost drivers, and working capital
• Perform deep-diveanalyseson profitability by product, customer, or channel
• Leverage BI tools to enhance automation and reporting efficiency
• Improve data integrity and streamline financial reporting processes

Required Qualifications:

• 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

Preferred Qualifications:

Key Competencies

• Analytical rigor – ability to translate complex data into actionable insights
• Business acumen – strong understanding of operational and financial drivers
• Executive communication – concise, board-ready reporting style
• Ownership mindset – proactive, results-oriented, with strong accountability
• Adaptability – thrives in a fast-paced, high-growth environment

What Success Looks Like

• Consistently deliversaccurate, insightful reporting with minimal supervision
• Drives measurable improvements in EBITDA and KPI performance
• Becomes a trusted financial partner to leadership and the PE sponsor
• Enhances forecasting accuracy and reduces reporting cycle time
• Plays a meaningful role in transaction execution and exit readiness

Reporting Structure

• Reports to: Manager – FP&A
• Interfaces with: CFO, CEO, functional leaders, private equity sponsors, lenders, and external advisors

How AGDATA will support you:

Supporting your health & well-being:

• 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).
• Helping you save: you’ll have access to a Health Savings Account wit…