Confidential Jobs · 6 hours ago
Financial Planning Analyst
Charlotte Metro
Full-time
Onsite
Mid Level
$75K/yr - $90K/yr
3+ years expConfidential Jobs is a dynamic organization seeking a Financial Planning Analyst to support financial managers and enhance analytical tools. The role involves reporting financial performance, coordinating budget preparations, and conducting market research while collaborating across departments.
Computer Software
Responsibilities
Support two financial managers with specific areas of responsibility, ensuring timely and accurate delivery of results
Report on financial performance and push the boundaries by collaborating with departments across the Company to create new analytical tools and access previously unknown insights
Coordinate annual budget preparation for various portfolios, including working with managers to procure project and property-level budgets and preparing consolidated portfolio budgets
Spearhead financial/project data analysis and the creation/enhancement of financial models and other resources for decision-making, including financial models and memos for decision-making
Report on enterprise performance and prepare for regular leadership reviews/quarterly Board meetings
Formulate asset management plans, perform analysis relating to capital expenditures, hold/sell analyses, etc
Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
Identify and facilitate process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards
Assume a lead role in market research, data mining, and business intelligence functions
Experience analyzing hotel industry reports from firms such as CoStar, STR, Kalibri, AirDNA, and/or Highland
Expert proficiency with Microsoft Office 365, especially Excel
Experience with cloud based EPM solution, specifically Planful (preferred)
Qualification
Required
3+ years of analytical or other relevant experience
Bachelor's degree required (Accounting/Finance/Economics)
High proficiency in financial modeling techniques, strong fluency with Excel formulas and functions
Experience preparing complex business presentations using Microsoft PowerPoint
Initiative-taker with excellent interpersonal communication and critical thinking skills
Strong analytical and data gathering skills; good business acumen
Must be a results-based initiative-taker, analytical person, and intently organized professional
Ability to streamline functions and passion to learn and grow
Strong people skills, including written and oral communication skills
Comfort dealing with ambiguity and the ability to work independently
Excellent communication and presentation skills
Significant financial modeling experience
Expert proficiency with Microsoft Office 365, especially Excel
Experience analyzing hotel industry reports from firms such as CoStar, STR, Kalibri, AirDNA, and/or Highland
Preferred
Minimum 1 year of hospitality finance or related experience
Microsoft Power BI or related business intelligence/data science experience
Master's degrees are a plus
Finance, Accounting, Economics, or Statistics are preferred major fields
Proven work experience in a quantitatively heavy role
Experience with cloud based EPM solution, specifically Planful
Company
Confidential Jobs
Confidential Jobs is operated by ExecThread, Inc. (https://execthread.com).
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Nelson
Managing Partner
Brandon Nolan
Chief Information Security Officer
Company data provided by crunchbase