Financial Analyst

Hire Element - Accounting & Financial Search; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

PTO

Holiday payoff

Flexible work environment

401K plans

Comprehensive benefits

Job summary

Hire Element - Accounting & Financial Search is seeking a Financial Analyst in Atlanta. The analyst will support financial planning, analysis, and reporting across all business lines, translating financial data into insights that help leadership make decisions and support growth.

Responsibilities include budgeting, forecasting, financial modeling, and KPI reporting, with exposure to M&A evaluation. Proficiency in Excel, Tableau, and SQL is valued for scalable analytics.

Qualifications

• 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; ability to build and maintain dashboards and analytical reports.
• Exposure to SQL, Vena or Quickbooks is a plus.
• Strong analytical and critical thinking skills.

Responsibilities

• 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.

Skills

Strong analytical thinking

Critical thinking

Real estate / private equity / banking

Education

Bachelor’s degree in Finance, Accounting, or Business

MBA or advanced degree

Tools

Excel

Tableau

SQL

Vena

QuickBooks

Job description

FINANCIAL ANALYST (Atlanta residents only please)

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.
• Medical, Dental, Vision, Life, Disability, and 401K plans begin the first of the month.