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Financial Planning and Investment Analyst

Charlotte, NC, United States

Job Description

Job Description

ROLE AND RESPONSIBILITIES:

- Support financial managers in delivering timely and accurate results.

- Collaborate with departments across the company to create new analytical tools and generate insights from financial performance data.

- Assist in the annual budget preparation for different portfolios and consolidate the overall budget.

- Conduct financial and project data analysis, develop financial models, and prepare investment memos.

- Evaluate real estate investments, including debt and structured finance features.

- Prepare reports on enterprise performance for leadership reviews and Board meetings.

- Assist with transaction financing, including coordination of due diligence materials and analysis of competing bids.

- Formulate asset management plans, analyzing capital expenditures and conducting hold/sell analyses.

- Perform variance analysis, identify trends, and provide recommendations for improvements.

- Drive process improvements, including creating standard and ad-hoc reports, tools, and dashboards.

- Lead market research, data mining, and business intelligence functions.

- Familiarity with hotel industry reports from firms such as CoStar, STR, Kalibri, AirDNA, and/or Highland.

- Expert proficiency in Microsoft Office 365, especially Excel.

- Experience with cloud-based EPM solutions, specifically Planful (preferred).

QUALIFICATIONS AND EDUCATION REQUIREMENTS:

- Minimum 1 year of experience in hospitality finance or related field.

- Bachelor's degree in Accounting, Finance, or Economics.

- Strong financial modeling skills with proficiency in Excel formulas and functions.

- Proficient in creating complex business presentations using Microsoft PowerPoint.

- Proactive with excellent interpersonal and critical thinking skills.

- Strong analytical abilities and good business acumen.

PERSONALITY & PEOPLE SKILLS:

- Results-oriented, analytical, and highly organized professional.

- Ability to streamline functions and a passion for continuous learning and growth.

- Strong written and oral communication skills.

- Comfortable with ambiguity and capable of working independently.

- Excellent presentation and communication skills.

- Significant experience in financial modeling.

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Financial Planning and Investment Analyst jobs in Charlotte, NC, United States

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