Financial Analyst - FP&A - Entry Level Job at NorthPoint Search Group, Charlotte, NC

  • NorthPoint Search Group
  • Charlotte, NC

Job Description

Financial Analyst - FP&A - Entry Level

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.


Reports to: Manager, Financial Planning & Analysis

General Qualifications Required

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


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


  • 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

Job Tags

Full time, Work experience placement,

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