Our Firm



Senior Financial Analyst


AGDATA | Finance/Accounting

Sr. Financial Analyst

Position Overview

AGDATA, LP, the preeminent provider of analytical information and business intelligence solutions to global participants in the agriculture industry, is seeking a Senior Financial Analyst for its Charlotte, NC office.

You will have the opportunity to:

  • Prepare and distribute monthly, quarterly and annual financial statements and management reports including Board presentations and financial reporting packages;
  • Assist VP Finance in leading and administering the annual corporate budgeting/planning process;
  • Own and manage the corporate consolidated financial forecast including new bookings and ASC 606 revenue recognition;
  • Assist the accounting team in the monthly financial close and rolling 13-week cash flow forecasting processes;
  • Implement financial and accounting policies in accordance with GAAP and assist with the annual external audit;
  • Prepare financial models for new initiatives and business planning across the company.

Financial Reporting

  • Responsible for financial management reporting on a comparative basis for review with the VP Finance to include corporate consolidations and entity/divisional reporting
  • Prepare, distribute, and maintain the monthly financial statements and management reporting package and review divisional and client operating results with respective business leaders
  • Prepare management discussion and analysis (MD&A) to accompany the monthly/quarterly financial statements and management reports including operating results, variance analyses, and financial and cash flow analyses
  • Own and maintain corporate consolidated financial forecast including P&L, balance sheet and cash flow statement as well as the rolling 13-week cash flow forecast
  • Monitor sales pipeline and organizational bookings, including conducting follow-up activity with sales organization and business leaders
  • Assist VP Finance in preparing lender compliance certificates and financial covenant reporting packages including preparing responses to lender inquiries
  • Participate in the completion of the annual external audit, including preparation of schedules, review and respond to audit inquiries, and review guidance for appropriate application of GAAP
  • Ensure financial management reporting systems and processes are in place to support the ongoing and future needs of the business

Budgeting and Financial Modeling

  • Work with the CEO, CFO, divisional management, and business leaders to develop and execute the annual budget for delivery to the Board of Directors
  • Work cross functionally with other leaders to provide financial perspective to enhance strategic decision making
  • Conduct ad hoc financial analyses and new initiative modeling as required

Systems, Controls and Processes

  • Assist in overseeing the continuous improvement of financial and accounting processes and the development of best practices to optimize output
  • Evaluate, implement and document internal control process as it relates to financial reporting and related systems
Skills & Requirements

Our Ideal Candidate will have:

  • Bachelor's Degree in Finance, Accounting, Economics or Business Development
  • 4+ years’ experience in a Business environment – Investment Banking, FP&A, Risk Management, Financial Analyst
  • Advanced experience with MS Excel, PowerPoint, Word and Adaptive Insights preferred
  • Strong understanding of US GAAP and ASC 606
  • Excellent analytical, modeling, and problem solving skills, with an ability to understand key business and market issues driving financial results
  • Driven and proactive with a high level of initiative, intellectual curiosity, and pride in work product with an ability to meet tight deadlines


We seek out and reward people who are adaptable, accountable, collaborative and curious.  We want our teammates to reflect the diversity of the communities in which we operate. We welcome people as they are, creating an inclusive culture where all forms of diversity are seen as a real value for the company.  We are looking for people with a passion for success and who are looking to GROW!