About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Confidential Client is hiring an entry-level Financial Analyst to support Financial Planning & Analysis (FP&A) activities in Charlotte, NC. This highly visible role helps produce forward-looking financial statements, operating metrics, valuations, and internal reporting used by senior management and the Board.

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What You’ll Do

• Support monthly KPI reporting, prepare quarterly scorecards, and produce ad-hoc reports for leadership.
• Assist in development of the annual five‑year business plan and quarterly reforecast.
• Prepare quarterly valuations and support the annual appraisal process.
• Maintain the monthly corporate cash forecast and property‑level cash flow models.
• Manage and develop Excel-based financial models and support automation efforts.
• Research competitor performance, market statistics, and regional benchmarks to inform analysis.
• Act as a liaison between corporate and regional offices to gather data and ensure consistent reporting.
• Provide analysis of internal and external data to support business decisions.
• Perform other duties as assigned.

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Qualifications

• Bachelor’s degree in Business Management, Accounting, Finance, or Real Estate required.
• 0–1 year of related work experience (entry-level).
• Financial modeling experience strongly preferred.
• Experience performing financial analysis in finance or real estate is a plus.

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Skills & Attributes

• Advanced Excel skills; ability to build and maintain complex models.
• VBA experience is a plus.
• Strong analytical and problem-solving skills.
• Solid understanding of financial statements and accounting principles.
• Proficient in Microsoft Word and PowerPoint; able to prepare clear deliverables for management.
• Strong attention to detail and organization; able to prioritize tasks and meet strict deadlines.
• Effective oral and written communication skills; able to convey analyses to senior stakeholders.
• Comfortable multitasking in a fast-paced environment.

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Compensation & Benefits

• Estimated base salary: $75,678 per year (estimated). Actual compensation will depend on experience and location-specific considerations.
• Benefits and additional compensation details will be provided by the confidential client during the interview process.

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Location & Schedule

• On-site in Charlotte, North Carolina. This is a full-time role.
• Standard business hours with occasional deadlines that may require extended hours during month/quarter close activities.

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Why Join

• Hands-on FP&A experience with exposure to senior leadership and Board-level deliverables.
• Opportunity to build advanced financial modeling skills and develop real estate/finance domain expertise.
• Work within a collaborative team where your analysis directly supports strategic decisions.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.