Financial Analyst - FP&A - Entry Level

NorthPoint Search Group

Posted 2 months ago

Full Time

Charlotte, North Carolina

In Person

Smart Summary

Responsibilities

The Financial Analyst will assist with business planning, reforecasting, valuations, and internal reporting processes. They are responsible for producing forward-looking financial statements, managing KPI reporting, and maintaining property-level cash flow models.

Qualifications

You have a Bachelor's Degree in Business Management, Accounting, Finance, or Real Estate and 0-1 year of prior work experience. You are expected to have advanced Excel skills and an understanding of financial statements, with financial modeling experience strongly preferred.

Must Have Skills for ATS

Excel

Financial modeling

Financial analysis

VBA

Financial statements

Accounting

Word

PowerPoint

Job Description

Financial Analyst - FP&A - Entry Level
To Apply Now - email your resume to job-knemkq7d-1e4ngrk82rw3kdm@sagedata.io

Highly visible and broad functioning role that will assist with critical functions of business planning and reforecasting, valuations, and internal reporting processes. This role will be responsible for gathering information from across the platform to help produce forward looking financial statements and operating metrics for senior management and Board members.

Supervision

Reports to: Manager, Financial Planning & Analysis


General Qualifications Required

Education: Bachelor’s Degree in Business Management, Accounting, Finance, or Real Estate required


Experience:

  • 0 – 1 year of prior work experience
  • Financial modeling experience strongly preferred
  • Experience performing financial analysis in finance or real estate preferred


Skills/Behaviors:

  • Advanced Excel skills
  • Ability to convey analyses and deliverables to senior management
  • VBA experience a plus
  • Strong analytical and problem-solving skills
  • Understanding of financial statements and accounting
  • Proficient in Word and PowerPoint
  • Attention to detail
  • Effective oral and written communication skills
  • Strong organizational skills with proven ability to prioritize
  • Ability to handle multiple tasks while meeting strict deadlines


Major Areas of Responsibility:

  • Responsible for reporting monthly KPI’s, preparing quarterly scorecards, and ad hoc reports
  • Assist with preparing annual five-year Business Plan and quarterly reforecast
  • Responsible for preparing quarterly valuations and assisting with annual appraisal process
  • Maintain monthly corporate cash forecast
  • Manage research for competitor analysis, market stats, and regional benchmarks
  • Provide analysis of both internal and external data
  • Act as a liaison between corporate and regional offices
  • Maintain property level cash flow models
  • Manage and develop Excel models
  • Other duties as assigned

NorthPoint Search Group

NorthPoint Search Group’s Executive support division offers diverse specialty areas and focuses on the direct hire, project and temporary placement of professionals at all levels across all industries. INCREASE PRODUCTIVITY. REDUCE DOWNTIME Selecting a new executive can set the stage for success for your entire company. A game-changing candidate isn’t as rare as you might think. It all comes down to whom you work with to select your next executive. Ready to TopGrade Your Team - Find out more. CALL NOW - 678-777-5627
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria