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Financial Analyst - FP&A - Entry Level

NorthPoint Search Group
Posted 4 days ago, valid for 20 days
Location

Charlotte, NC 28281, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The Financial Analyst - FP&A role is an entry-level position that focuses on business planning, reforecasting, valuations, and internal reporting processes.
  • Candidates are required to have a Bachelor's Degree in Business Management, Accounting, Finance, or Real Estate, along with 0 to 1 year of relevant work experience.
  • The position demands advanced Excel skills, strong analytical abilities, and effective communication skills, with financial modeling experience being strongly preferred.
  • Responsibilities include reporting monthly KPIs, preparing quarterly scorecards, and assisting with annual business planning and valuations.
  • The salary for this role is not specified, but it is aimed at those early in their careers, making it ideal for recent graduates.

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



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