Financial Analyst - FP&A - Entry Level
The Financial Analyst - FP&A (Entry Level) supports critical business planning, forecasting, valuation, and reporting functions by gathering and analyzing financial data to produce forward-looking statements and metrics for senior management and the Board. This role involves preparing KPI reports, business plans, valuations, and cash forecasts while acting as a liaison between corporate and regional offices, requiring strong analytical, communication, and organizational skills.
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.
What You’ll Do
This entry-level FP&A Financial Analyst will support month-end reporting, forecasting, and valuation activities. You’ll gather data across the platform and prepare forward-looking financial statements and operating metrics used by senior management and the Board.
- Report monthly KPIs and prepare quarterly scorecards and ad-hoc reports
- Support the annual five‑year Business Plan and quarterly reforecast processes
- Prepare quarterly valuations and assist with the annual appraisal process
- Maintain the monthly corporate cash forecast
- Maintain property‑level cash flow models and develop Excel-based financial models
- Research competitor performance, market statistics, and regional benchmarks
- Provide analysis of internal and external data to support decision-making
- Act as a liaison between corporate and regional offices
- Produce clear deliverables for senior management and Board-level audiences
- Other duties as assigned
What We’re Looking For
- Education: Bachelor’s degree in Business Management, Accounting, Finance, or Real Estate required
- Experience: 0–1 year prior work experience (entry-level)
- Financial modeling experience strongly preferred
- Experience performing financial analysis in finance or real estate preferred
Required & Preferred Skills
- Advanced Excel skills (modeling, formulas, data analysis)
- VBA experience a plus
- Strong understanding of financial statements and accounting fundamentals
- Ability to develop and maintain Excel models and cash flow forecasts
- Strong analytical and problem-solving skills
- Effective oral and written communication — able to present analyses to senior leaders
- Proficient in Microsoft Word and PowerPoint
- Strong organizational skills, attention to detail, and ability to prioritize
- Able to manage multiple tasks and meet strict deadlines
Role Details
This is a full-time, entry-level Financial Analyst (FP&A) role based in Georgia. You will report to the Manager, Financial Planning & Analysis and work closely with corporate and regional teams to support planning, forecasting, valuation, and reporting efforts.
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.
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