Financial Analyst

FINANCIAL ANALYST (Atlanta residents only please)

Do you have the right skills and experience for this role Read on to find out, and make your application.

The Financial Analyst will support financial planning, analysis, and reporting across all business lines. Translate financial data into accurate, timely insights that help leadership make decisions and support continued growth.

JOB DESCRIPTION:

• Support the annual budgeting and quarterly forecasting processes.
• Develop and maintain monthly financial and cash flow forecasts, identifying risks and opportunities.
• Build and maintain financial models to support analysis and long-range planning.
• Support M&A or investment evaluation efforts through financial modeling and data gathering.
• Own weekly metric and scorecard reporting.
• Prepare materials for and participate in monthly P&L and budget review meetings with leadership and business line managers.
• Analyze historical results, perform variance analysis, identify trends, and deliver actionable recommendations.
• Evaluate actual results against budget and forecast and clearly communicate results.
• Identify opportunities for process improvement across FP&A workflows and communicate recommendations to the team.
• Champion data and reporting best practices, leveraging BI tools and FP&A platforms to scale analytical capabilities.

BACKGROUND:

Education & Experience

• Bachelor's degree in Finance, Accounting, or Business required; MBA or advanced degree a plus.
• 2+ years of progressive experience in financial planning & analysis or corporate finance.
• Experience in Real Estate, Private Equity, Banking, M&A, or financial services a plus.
• Proficiency in Excel required, including complex financial modeling, dynamic formulas, and data visualization.
• Experience with Tableau preferred; demonstrated ability to build and maintain dashboards and analytical reports.
• Exposure to SQL, Vena or Quickbooks is a plus.
• Strong analytical and critical thinking skills.

WHY WORK HERE?:

• Historically named one of the top places to work in Atlanta, based on employee insights from Glassdoor and Indeed.
• 3 weeks of PTO, 13 company paid holidays, + sick days, paid parental leave
• Flexible work environment. xhyhwjd
• Medical, Dental, Vision, Life, Disability, and 401K plans begin the first of the month.